Lists are compilations of easily accessible items that can be accessed from within any project while you're working.

Lists are organized by the individual user ('My Lists'), the org ('Organization'), or the project ('Project'). Lists under 'My Lists' are available only to that user, while 'Organization' lists are visible to all users.

To create or edit an Item list, follow the steps below.

Step 1: Navigate to the Catalog tab at the top of your screen.

Step 2: Select the lists icon.

Step 3: Choose the pencil icon to edit.

Step 4: Select between My Lists, Organization Lists, or Project Lists, and then click the + List button to add a new list to the respective group.

Step 5: To edit an existing list, select the vertical ellipsis to the right of that line item.

To add an Item to a list, follow the steps below.

Step 1: Navigate to the Catalog tab at the top of your screen.

Step 2: Search the catalog for your item, using the search bar or the filters on the left. If your item has the blue View item options button, select from the available options within the dropdown.

Step 3: Click the Add to list icon at the far right of the line item to select a list.

Step 4: Navigate to the desired list(s) and tick the box beside that list name.

Step 5: Click Save.

Note: You can access lists while adding items to a project, from both the Schedules and the Books view. Simply click to add an item to your project, and when the catalog fly-in appears, choose the lists icon to select from your lists.

Step 1: From within the Catalog, navigate to the Specifications & Options tab.

Step 2: Select the lists icon in the upper right hand corner of your chosen Spec.

Step 3: Check the box on an existing list you would like to add the Spec to, or click the +List button to create a new List for that Spec.

Step 4: Click Save to complete.