Personalization
td helpdesk
Last Update há 16 dias
Fell free to use the lists in the way that it makes most sense for you. Our 7 lists framework is a recommendation - there might me a better way for your individual case. Independent from what you use the lists for, this is the non-changeable underlying logic:

- Roles and Skills (aka Roles A and Roles B) are identical - so understand them as "Roles A" and "Roles B" and think of what the best role categories are your your use-case. Items in these 2 lists can have MULTIPLE OWNERS, e.g. the role "Designer" can be owned by 5 people.
- Items in the lists Domains and Links can only have ONE OWNER. It is important in a team to define clear responsibilities to avoid chaos. This is what these lists are for.
- "Domains" can be linked to Roles and Skills (aka Roles A and Roles B), e.g. the domain "Photoshop License" can be linked to the role "Designer" or the domain "client list" can be linked to the role "Account Manager"
- The green lists are for teams (work groups, departments, task forces, business units, etc.) Projects (aka "Teams B") are a sub-list to "Circles" (aka "Teams A).
Changing the names of the lists
Just click on the name of the list to change it:

Menu
All personalization is done within this menu:

Hiding lists

Order lists' content
On the right side you can chose the order you want the cards in the lists to be in. When you chose "Personal" you can drag and drop the items in the lists as you like and the order will be saved.

Re-order the lists
If you want to change the order of the lists themselves you can drag and drop the names of the list inside this little menu up and down.
By default we have people in first place, but in some cases it makes sense to e.g. have circle first.

Explain lists
Use the notes boxes on top of the lists, to write in them what you decided to use the lists for:
