There are 2 sections you can set up lists in Dashpivot:
List Library: You can connect these lists to any template located within the Home Folder
Project Folder Lists: These lists are accessible only within Team Folders under the respective Project Folders
It's recommended to set up lists within the List Library, so they can be referenced across your workspace, if required. Setting up Project Folder Lists would typically only be applicable if the list is only relevant to a particular group of Team Folders.
To set up a list in the Home Folder, follow these steps:
1. Access the Home Folder
2. Select the List Library tab at the top, under Users
3. Click the green Add List button in the top right-hand side of the screen
4. Enter a name for the list and specify if you'd like for the list to be deployed populated or empty, then click Add List
To set up a list in a Project Folder, follow these steps:
1. Go to the relevant Project Folder
2. Select the Lists tab at the top
3. Click the green Add List button in the top right-hand side of the screen
4. Enter a name for the list and click Add List
Populating a List
There are 2 ways you can populate the information in the List.
Manual Entry
Click Add Item to begin populating the first column of the list
Click Add Property to begin configuring additional columns. See article on How to Create List Properties
Importing from CSV
See article on how to upload lists to the List Library via CSV import
Archiving list items:
If items in your list become irrelevant or outdated, instead of deleting them altogether, you can now archive them. This ensures that you keep a trace of them in the system. This can be particularly relevant for assets or employees lists, where there might be important documentation attached to the list items.
To archive a list item, follow these steps:
Select the item(s) you're looking to archive using the left-hand side checkboxes
Select 'Archive'
Once you've archived an item, it will be moved to the 'Archived' tab, where it can be restored later on.
Notes:
Lists (either manually entered or imported), by default, will display in alpha-numeric order
If you choose for your list to deploy populated, this means that when you're deploying your list to project folders, it will include all the items from the master list set up in the List Library
Archiving list items that are deployed to project folders will also archive the list items and any associated list properties