How do I Create an Auto List?

Create a new List as normal, by clicking the "Add (+)" button on sidebar. Then select "List".

The "Add List to Project" dialog will open. 

Enter a Name your List, then click "Add & Open".

Your empty new List will open.

Click the action menu (three dots) on the top-right.

Then select "Settings" from the action menu.

The "Settings" dialog will open. This is where you will set your Auto List behaviours.

You can either create an Auto List for all Cards of a certain Category, or narrow the selection by Category + Fields. 

Both options are described in detail below.

Auto List with 'Category' Behaviour

If you want to add all Cards of a certain Category (ie Talent, Crew, Shoots, Locations) to your List, select "Category" from the Behaviour drop-down menu.

Then select your Category.

Click Save.

The Settings dialog will close, and you will briefly see the "Sync in progress" message on your List.

All existing Cards of that Category will be appear on your List. Any new Cards that are created for this Category will automatically be added to the List.

You can add columns, add sections, reorder Cards and edit the List as normal. However, you cannot manually add or remove Cards.

The lightening symbol on the toolbar shows that this is an Auto List. Clicking this symbol will open "Settings" where you can edit your behaviours if needed.

Auto List with 'Category and Fields' Behaviour

If you want to populate your List with Cards of a certain Category, that also meet certain Field criteria, select "Category + Fields" from the Behaviour drop-down menu.

Select your Category.

Select your desired Field 1. Only Fields that are available for that Category will display on the drop-down menu. Only Single Choice and Multiple Choice Fields are available for selection.

Select your Values for Field 1. 

You can select just one Value or multiple Values. Even for a Single Choice field, you can select more than one Value here. Selecting multiple values will act as an 'OR' qualifier. For example, "Relationship Status" is a Single Choice Field, but you may want to have all Talent that selected "Single" or "It's complicated" to be added to a Dating Show Casting List.

Click Save OR add another Field (+).

Adding Additional Fields

If you want to add another Field click the add (+) button under Field 1.

Populate your Field 2 and Values as detailed above.

Note, you can continue to narrow your selection by adding additional Fields. 

Only Cards of the specified Category, that meet the requirements of Field 1 AND Field 2 AND Field 3 will be added to the List, so the more Fields you add, the more you narrow your results.

Once you have added all the desired Fields to your Auto List behaviour, click Save.

The Settings dialog will close, and you will briefly see the "Sync in progress" message on your List.

All Cards that meet the 'Category + Fields' behaviour will be added to your List. Any new Cards that are created, or edited to meet the behaviour requirements will be automatically be added.

You can add columns, add sections, reorder Cards and edit the List as normal. However, you cannot manually add or remove Cards.

In the example below, I've added columns for the two Fields that I applied the behaviour for, so that I can see that my Auto List is working as expected.

The lightening symbol on the toolbar shows that this is an Auto List. Clicking this symbol will open "Settings" where you can edit your behaviours if needed.

See "How do I Edit my Auto List Behaviour?".