List (Planner)

A List is a special type of planner list in which tasks or contacts are displayed in a simple list:

• A list can be either linear or grouped. Grouping affects the appearance of the list and the parameters for tasks created in it using the quick or advanced method.

Example

"List" appearance, tasks grouped by the project:

• Grouping also affects the properties of tasks dragged into the group: the tasks will change, so they have the group's parameters. For example, when you drag and drop a task into a group of a list that is grouped by project, you're changing this task's project to the one specified in the group you move it to.

Settings for "Task/Contact list" lists

When creating or editing a List planner list, you can configure main settings and additional settings, which affect how the list functions and how it looks:

The following options are available:

• Type of objects displayed in a list
• Object selection parameters
• List heading color
• Use full form setting
• Hide field for creating new objects setting
• Automatically collapse empty lists setting
• Show totals section setting
• Task/contact card display

Useful information

• When you're working, you can also use the expanded planner list view
• Lists can be placed one on top of the other for a more compact display

Go To

• Types of planner lists
• Planner
• Feature Description