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About Lists

Lists are created to help users sort, filter and manage items, tasks and documents. Some lists, included in the product are preconfigured, some can be configured by administrators; and, finally, users can create their own unique lists themselves and even share them with other users. Lists are also used as a data source for building widgets. Lists c... Read More

Default Lists

CMW Tracker provides default lists to better organize your items, tasks and documents. Tasks: Name Description My Active Tasks Displays all your tasks assigned to you and accepted by you, that have the «Active» status. My Completed Tasks Displays your completed tasks. Active Delegated Tasks Displays tasks that you created and assigned t... Read More

How to Create a List

Lists are created per group by group Owners and group Members. To create a new list: 1. In the «My Desktop» area select the «List» tab and click «New List». 2. Choose what type of information you want to include in your list, for example, personal tasks, bugs, claims, etc. You can select several types of information by pressing and holding the CTRL... Read More

How to Modify a List

You can change list settings, such as filter criteria and grouping options, or you can create a new list based on the settings of an existing list. To modify an existing list: 1. Select a list in the Navigation pane. 2. Go to the «List» tab, and click «Edit» in the Ribbon. Editing existing lists 3. Make changes to the list settings, such as filt... Read More

How to Filter Items in a List

Filtering by column values You can filter items in a list by a particular column value. For example, you may display only tasks that have Medium priority. To filter items by column values in a list: 1. Hover the mouse cursor over a column header, and click on Filter by. 2. Select one or more values you want to filter items by. Filtering tasks by ... Read More

How to Export a List to Microsoft Excel

You can export data in any list into a Microsoft Excel file. To export a list into a Microsoft Excel file: 1. Select the list and go to the «List» tab. 2. Click the «Export to Excel» button. An Excel file will be generated and downloaded to your computer (depending on your browser settings you will either have to select a local folder on your compu... Read More