Use this guide to manage the list itself. Adding members is covered separately.
When Lists is available
Lists appears only when your organisation has the feature switched on. Everyone with access to Lists can find the organisation's active lists under All lists.
Create a list
In the Case Management sidebar, select Lists.
Select New list.
Enter a Title.
Add a Description (optional).
Under Owners, choose the staff who should find the list under My lists. You are selected by default, but you can choose other owners or No owners.
Select Create list.
Joy shows List created. Ownership controls where the list appears; it does not make the list private.
Edit a list
Open the list.
Select Edit.
Change the Title, Description (optional) or Owners.
Select Save.
Joy shows List updated. If it cannot save the change, it shows Could not save list and the reason.
Archive one or several lists
To archive one list, select its archive control at the right of its row.
To archive several:
Tick each list.
Select Archive selected (number).
Read the confirmation, then select Archive.
Archived lists move out of the active tabs. Archiving does not delete the list, its members or client records.
Restore a list
Open the Archived tab.
Select Restore at the right of the list.
The list becomes active again. If you had personally pinned it before archiving, your pin returns with it. There is no permanent delete control in the current app.