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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

Masa Sasaki avatar
Written by Masa Sasaki
Updated over 3 months 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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