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Lists

Lists

Owned by Julian Dicks
Last updated: 18 May 2020 by Lauren Sauerbier (Unlicensed)
2 min read

Lists are a useful way of grouping collections of members. Members can belong to multiple lists at the same time.

Here are some typical examples of lists:

  • Choir

  • Basketball u17

  • Chess Club

  • Term 3 Table Tennis

Lists are also used in the school context to group students into Grades and Classes, e.g.

  • Grade 4

  • Class 3A

This allows Karri to extract students' grades and classes for use in reports and filters:

Karri only does this for lists that are named prefixed with 'Grade ' or 'Class '.
The labels are case-sensitive, so do not use grade 3!

List View

This is the default landing page for listing and searching for lists.

Searching for a List

  1. Type in a part of the list’s name.

  2. Click and the view will be filtered to those lists that match.

Adding a List

  1. Click [+ New List].

  2. Input the name and use the member filter/selector to place people to your new list.

  3. Click [Save] to save the details.

Viewing and Editing Lists

  1. Click on the list you want to view.

  2. Click [📝 Edit] to edit the list’s name and membership details.

Deleting Lists

  1. Click on the list you want to delete.

  2. Click [✖ Delete] to delete the list.

  3. Confirm the deletion.

Deleting a list does NOT delete the members in the list from the organization.

Exporting Lists to Excel

  1. Click on the list you want to export.

  2. Click [Export] to generate the Excel file that will be downloaded to your computer.

     

Requires canViewLists and canEditLists permissions.

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