You can save, share, and hide lists created in Upsales.
Click the feature in the navigation bar where you want to view data.
Then click the dropdown arrow next to the list name. This opens your saved lists under My lists and the lists colleagues have shared with you or your role under Shared lists:
Lists can only be deleted by the list creators. However, you can hide them. Hiding a list only hides it for you. Colleagues it is shared with still see it.
To hide a list:
- Click the dropdown next to the list name
- Hover your mouse over the shared list you want to hide
- Click the crossed-out eye icon (Hide):
To find and unhide your hidden lists:
- Select the dropdown arrow next to the list name
- Click + 1 hidden list (the number shows how many lists you have hidden):
- Click the eye icon next to the list you want to show
Support and Tasks
Support and Tasks show your lists in a Lists panel on the left instead of a dropdown.
- Click the Options button (three dots) next to the list
- Click Hide
Hidden lists are collected under Hidden lists in the same panel. To unhide one, open its Options menu and click Show.