How to create a list
Lists, where you work and collaborate with your teammates, are the heart of Upbase. You can easily use lists to manage departments, projects, personnel, clients, etc.
Here are the steps to create a new list:
Click on the plus button next to “My Lists”, then select “List” from the dropdown menu.
Additionally, you can create a new folder first, then click on the “+” next to that folder’s name to create a new list within.
The list creation page will look like this:
- Select a color for the list icon.
- Select a list icon. See more details here.
- Name the list.
- Provide a description of the list (optional).
- Select the default tasks view layout. You can select either the Board view or the List view.
Notes: All settings can be adjusted later.
Afterward, go to the “People” page in "List settings" to invite members to join the lists.