Using Lists in Organizer’s Toolbox
PRINTLists in Toolbox are fully customizable by Project Editors and are an easy way to track subsets of people or Organizations based on a very specific characteristic you’d like to track. A list is a simple check box that a person or Organization either belongs or does not belong. For example, say you want to track certain things that an OC is willing to do during the course of an organizing campaign - like House Visit - and then query anyone who is willing to go on House Visits. A list is the best way to do this.
To create a new list, access the Lists Module
After accessing the Lists Module, you’ll see an interface like this.
On the left is a listing of all lists linked to the particular project you are working in.
If you click on one of the lists you’ll see in the right side of the window any person that belongs to that list.
To create a new list, click the “+” at the bottom of the left pane.
Click the “New List” button. This will open a new window
Type in the name of the new list you’d like to create and then select the List Category to which it should belong (Note: while it’s not necessary for a list to belong to a List Category, we recommend associating lists with List Categories to make organizing and finding your data easier further down the road).
After creating the new list, you’ll see it appear in the list tree.
Now you can begin adding individual people or Organizations to your new list (Note: to learn how to add multiple people to a list at once, please see the support article Add Multiple People to list at one time.)
Open the Person Module and find the record of a person you’d like to add to the list you just created. Click on the “Lists” tab and then find the list.
Place your cursor over the check box next to the list and click. A check will appear and that person now belongs to that list.