Create a list in Service Operations Workspace for ITOM

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Customize lists in Service Operations Workspace by creating new lists, changing their order, modifying their content, or deleting lists as needed. This flexibility allows operators to organize information according to their specific requirements, facilitating easier navigation, quicker access to relevant data, and streamlined workflow management.

    Antes de Iniciar

    Role required: itil

    Por Que e Quando Desempenhar Esta Tarefa

    Create custom groupings of records listed under the Lists tab, such as incidents tied to a specific company. Customize existing lists or create new ones exclusively visible under the My Lists tab for personalized organization.

    Procedimento

    1. Navigate to Workspaces > Service Operations Workspace.
    2. From the navigation bar, select the List icon: List icon.
    3. Select the My Lists tab.
    4. Select Add new list.
      Add new list option
    5. Create a list by either basing it on an existing list or creating a new one.
      • To base your list on an existing list, select Start from existing.
      • To begin a new list, select Create your own.
    6. On the form, fill in the fields.
      For more information on the fields, see Create list fields.
    7. Select Create.
      The list appears in the My Lists tab.