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Creating New Custom Sidebar Lists

Save your filtered list to the sidebar menu.

Nicole avatar
Written by Nicole
Updated over 6 months ago

Creating New Lists

Once you’ve filtered your list and changed your visible columns, you can use the Actions menu to save the search as a new sidebar item.

You'll then see your new list showing in your sidebar:

After you've added your new sidebar lists, you can also reorder where they appear in your sidebar and add custom lists to your dashboard for quick access to your filtered lists.

Updating Existing Lists

You can update existing lists with new columns and filter results by saving your changes:

You can also hide sidebar items for you or delete them from every employee on your account. If another user on your account creates a sidebar item that isn’t useful to you, just hide it!

Watch this short video to learn how to Customize your Sidebar:

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