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Add/Edit Lists in My Lists

Curated lists allow you to organize experts and case studies for internal use, collaboration, or sharing publicly

Written by Masa Sasaki
Updated over a year ago

Steps to Add or Edit a List

  1. Navigate to My Lists:

    • Click My Lists in the main navigation bar.

  2. Create a New List:

    • Click the Create a List button.

  3. Fill List Information:

    • Enter a List Name and a brief Description (up to 280 characters).

    • Set the Visibility:

      • Private: Only you can view the list.

      • Internal: Share within your organization.

      • Everyone: Make it visible to all.

  4. Save the List:

    • Click Save to finalize your list.


Additional Notes πŸ“Œ

  • List Visibility:

    • Choose between Private, Internal, or Everyone based on how you want to share the list.

  • Publish to Web:

    • Publish the list to the web once it includes at least one expert profile or case study. This allows anyone with the link to access the list.

  • Edit & Delete Lists:

    • Use the action menu (three dots on the list card) to update or remove a list.

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