Help Features

Lists and your Saved list

Collect the projects you're working into lists: bookmark to Saved, build lists for each pursuit, move projects between them, and share lists with your team.

A view shows every project that matches your filters. A list holds the specific projects you’ve picked: the ones you’re pursuing, bidding or watching. Lists live in the left sidebar under Lists, with the number of projects in each.

Lists are on every plan, including the free trial. Sharing a list with your team needs Professional.

Your Saved list

Everyone has a list called Saved. It’s always at the top of your personal lists.

  • To save a project, click the bookmark icon on it, in the list of projects or at the top of an open project. Click it again to remove it from Saved.
  • When you add a project to any other list, it’s added to Saved too, so Saved is everything you’ve picked.

Saved is your own bookmark list. It can’t be deleted or pinned, and it never runs AI Analysis. You can rename it with Edit on the list’s page.

Create a list

  1. In the left sidebar, next to Lists, click + New.
  2. Enter a Name, and optionally a Description (it shows on hover in the sidebar).
  3. Under Visibility, choose Shared with org or Personal.
  4. Under AI Analysis, choose Enable AI Analysis or No AI Analysis. See AI Analysis on a list.
  5. Click Create list.
The New list window

Add projects

  1. In any view, tick the checkbox on each project you want. A bar appears showing how many are selected.
  2. Click Add to list and pick a list.

To make a new list on the spot, click New list… in the same menu, type a name and click Create & add. Lists made this way start as Personal with AI Analysis off.

You can add up to 500 projects at a time. Projects already in the list are skipped.

Remove or move projects

Open the list and tick the projects. In the bar that appears:

  • Remove from list takes them out of this list only.
  • Move to list moves them to another list you pick.

Edit, pin, reorder or delete a list

  • Edit: on the list’s page, click Edit to change the name, description or visibility, then Save.
  • Pin: hover the list in the sidebar, click ⋯ and choose Pin to top.
  • Reorder: drag your personal lists up and down in the sidebar. Saved stays at the top, and shared lists can’t be dragged.
  • Delete: click Delete on the list’s page (or Delete… in the sidebar menu), then Delete list. Only the list is removed. The projects stay in ClearTract.

Personal and shared lists

The sidebar splits your lists into Personal and Shared.

Needs Professional To share a list, choose Shared with org when you create it, click the Personal label on the list’s page, or choose Share with org from the sidebar ⋯ menu. Everyone in your organization can then see it and add or remove projects. Only the person who created the list can rename it, change who sees it or delete it.

Let a Smart Feed fill a list

A Smart Feed can drop new matching projects into a list every day or week, so your pipeline fills itself. Choose Add to a list when you set up the feed. Projects a feed adds don’t go into Saved. See Where feeds go.

What you can do from a list

Lists are where the work happens:

Still stuck? Email [email protected] and a person will reply.