Create a list in Service Operations Workspace for ITOM

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.

Before you begin

Role required: itil

About this task

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.

Procedure

1. Navigate to Workspaces > Service Operations Workspace.

2. From the navigation bar, select the List icon:

1. Select the My Lists tab.

2. Select Add new list.

1. 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.
   • On the form, fill in the fields.

   For more information on the fields, see Create list fields.

2. Select Create.

   The list appears in the My Lists tab.

Parent Topic:Service Operations Workspace