Where to find it
Open the Clients page.
At the top of the page you will see list tabs. These tabs represent your saved lists. Lists can be pinned or unpinned.
You can also create new lists using the List button.
Create a new list
Open Clients.
Select List.
Create a list for clients (and optionally for sites, depending on your plan).
After creation, the list appears as a tab.
Add a client to a list (right click)
You can add clients to lists using the table right click menu.
In Clients, make sure you are in the All clients view (not already inside a list).
Right click a client row.
Select Add to list.
Choose the list name.
If there are no lists available, you will see No lists available.
If the client is already in that list, the list option shows (Added) and cannot be selected again.
Remove a client from a list
When you are viewing a specific list tab, you can remove clients from that list.
Switch to the list tab you want to manage.
Right click the client row.
Select Remove from this list.
Manage lists (Manage Lists dialog)
You can manage lists from the Manage Lists dialog.
In the Manage Lists dialog:
The title is Manage Lists
You can switch between list types using tabs (for example Clients and Sites)
Each list row shows:
List Name
No. of Clients (or No. of Sites)
An actions menu
If you have no lists yet, you will see: No lists yet. Create one to get started.
If your plan does not allow site lists, you will see: Sites lists are available on paid plans.
Rename a list
In Manage Lists, select the list name.
Edit the inline List name field.
Press Enter or click away to save.
Edit list icon and colour
From the actions menu on a list row, you can:
Edit icon
Set Background colour
Remove icon
Pin or unpin a list tab
From the actions menu on a list row:
Pin tab or Unpin tab
Pinned lists appear in the pinned lane of tabs.
Delete a list
From the actions menu on a list row:
Select Delete list
Confirm deletion in the delete dialog
Select Close to exit Manage Lists.