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How do I create a Smart List?
There are two options to adding a new Smart List.
To create a Smart List through searching:
- First perform a search to set the criteria that you want your Smart List to be based on. For example, you might search for tasks with high priority or tasks tagged with 'mall'.
- In the Search Results list, make sure you have no tasks selected so that the Save as Smart List button appears on the right.
- Click on Save as Smart List.
- Enter a name for your Smart List.
- Click on Save.
- Your criteria will now be saved as a Smart List. When you go to that Smart List, any tasks that match the criteria you searched for will be displayed.
Alternatively, you can add a new Smart List outright:
- Click on the + icon next to the Smart Lists header in the left navigation column.
- Enter the list name in the text box provided.
- Enter your Smart List criteria in the boxes provided.
- Click Add.
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