Create a list with the New List pick on the File menu. Enter a name for your list and choose the type of list you want to create from the list of Templates . You can edit your list at any time by double-clicking its name, or choosing the Properties menu pick or button. The List Properties dialog box lets you create and edit your lists.
Set up the columns you want to use with this list on the Columns Tab:
The Columns tab allows you to choose which columns will be displayed on the screen for this list. See List Columns to see how to use these columns. Note that information will remain in a field for any list even if it’s not displayed, though it will be deleted if you explicitly delete the field. You can hide any columns in a list without losing any information in that field.
Check the check box next to each column you would like to be displayed. Columns that are not checked will not appear in the list.
Use the Add button to add a completely new column. The Add Column dialog will be displayed, which will let you enter the new column’s name and the type of data it will store. See List Columns for information about how to add fields and what types of fields are available.
Use the Delete button to delete an existing column. Note that you can only delete columns that you have added. The default columns (those with an asterisk next to them: Checkbox, Flag, Item, Category, Amount, Units, Notes, Priority, Date) can’t be deleted.
Use the Modify button to rename a column or change its properties.
Use the Move Up and Move Down buttons to change a column’s position in the list. The order the columns appear in this list determines the order they will appear when the list is displayed. Once you have created the list, you can also rearrange the list’s columns by dragging a column header to a new position in the List Items pane.
Make sure you check the Flag column’s check box if you want to use the list as a Two-Step, or Shopping List. When you do this, the Flag column appears in the list. You can flag items in this column, then choose the Flag Tool to show a list containing only those flagged items.
Enter basic configuration information for the list on the Settings Tab:
Check Show Item Number if you want the items in the list to be numbered. The item number will appear in the Item column.
Check Show Dialog on List Completion to display a window when you've completed all items on the list. This window will allow you to reset the list.
Check Don’t Include Subitems in Totals if you don’t want indented items to be included in the tabulation of the number checked items, flagged items and totals items that is displayed in the status bar.
Check Enter Amount on Flag Item if you want to be prompted for an amount when you click a Flag. You might want to do this with a shopping list so that when you decide you need an item, you can include how many of that item that you need.
Check Enter Amount on Check Item if you want to be prompted for an amount when you check an item. You might want to do this if each item is something you're buying and you want to track how much money you're spending as you shop.
Check Auto-Check Parent Items to cause a parent item to be checked automatically when all of its children have been checked. If a child then becomes unchecked, the parent is then unchecked also.
Check Reorder After Sorting to update the list item order each time you sort. If you don’t check this item, sorting the list will cause the items to be temporarily displayed in sorted order, but the original order of the items will be remembered. You may want to turn this setting off if you’ve checked Show Item Number and the original item order is important to you.
Configure the actions taken when this list is reset using the Reset Tab:
Check Clear Amounts if you want the Amounts field of each checked item to be cleared when you reset the list.
Check Clear Yes/No Columns if you want all the Yes/No columns you added using the Columns tab to be cleared when you reset the list.
Select Clear All Flags if the Flag column should be cleared in all items when the list is reset.
Select Clear Checked Flags if the Flag column should only be cleared in items where the Checkbox column is checked.
Select Don’t Clear Flags if you don’t want the Flag column to be cleared in any items.
Set up special colors for displaying items on the Color tab:
The Color For Checked Items text box shows the color for an item that has been Checked. You can use the Change button to change this color.
The Color For Flagged Items text box shows the color for an item that has been Flagged but not Checked. Use the Change button to change this color.
If both options are selected, items that are both checked and flagged will be the Checked Item color.
Set up reminders or alarms for this list on the Alarms Tab:
The name of the column the alarms will be based on is displayed at the top. Alarms are always based on the predefined Date column, so the current name of this column will be displayed (which may be something other than “Date” if you have renamed it).
Check Enable Alarms for this List to turn on the alarms function for this list.
Check Time of Day to Display Alarms if your Date column is Date Only and you want the alarm to go off at a certain time of date. Enter the time of day to sound the alarm in the following field. If you don’t check this option, alarms for Date Only columns will go off at 8:00 AM. Note that this setting takes affect only if your Date column is Date Only; with Date and Time columns the alarm will always go off at the time given in the item.
In order for alarms to work in your list, you must also enable alarms for the current File. You can do this by choosing Preferences from the Tools menu and checking Enable Alarms for this File on this Computer. Using alarms also requires that your predefined Date column be configured as either Date Only or Date and Time. Alarms will not operate if the Date column is Time Only.