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How do I create a Smart List?

To create a Smart List, first you need to 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 list details box appears on the right.

Click on the 'Save' tab.

Enter a name for your Smart List.

Click on 'Save'.

Your criteria will now be saved as a Smart List, which will appear as a blue tab on the Tasks screen. When you go to that Smart List, any tasks that match the criteria you searched for will be displayed.

Smart Lists Demo

Want to see Smart Lists in action? Click the Launch Demo link below to see the demo (also shows tagging and searching).


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