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Smart Lists

Smart Lists

Smart Lists are an innovative way to filter lists of Tickets based on user defined criteria. Smart Lists can include filtering criteria such as Project, Area and Milestone names, Ticket status, corespondents, Ticket activity dates and other fields.

Defining a Smart List

  1. New Smart Lists can be added by selecting the and selecting New Smart ListThe Smart List Editor will appear.

  2. Select fields from the left hand drop down list, select or enter appropriate values for the selection
  3. Selecting OK will save the Smart List. Selecting cancel will remove the Smart List (or revert to the last saved state if you're editing an existing Smart List

Removing a Smart List

  1. Select the Smart List you wish to remove in the Project List
  2. Right Click and select Remove. An alert will display to confirm the Remove action.
  3. Removing a Smart List does not delete or otherwise alter the Ticket data