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Silver 4 : Catalog Lists

Updated over a week ago

Lists allow you to organize and curate items within the Design.efficiently catalogue. These can be used for internal management, client presentations, and project-specific selections. There are three types of lists:

Types of Lists

  1. My Lists

    • Personal to the user.

    • Useful for quick access to frequently used or favorite items.

    • Example: “Love these", 'Contemporary"

  2. Organizational Lists

    • Shared across the entire organization.

    • Ideal for standardized selections (e.g., developer selection books, price point tiers like List A/B/C).

  3. Project Lists

    • Automatically created per project.

    • Tracks every item used in a given project.

Converting Lists

  • You can promote a “My List” to an Organizational List, making it visible and accessible to your entire team.

Using Lists in a Project

When working inside a specific Project Catalogue:

  • You’ll see a quick-access list button to instantly view items already added to that project.

  • You can pre-select items into your project list (e.g., before a client call) and then use filters to guide client selections.

Setting a Default Project List

  • Set a default list for a project.

  • Once set, when adding an item to an Item ID, the default list is selected, providing easier item selection during meetings or item assignment.

Catalog Lists

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