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Create reference lists

If your items are not really actions, you'll want to put them in a reference list. To create one, you can:

  • Click New Item or tap the ➕ from within the References list
  • Use one of the keyboard shortcuts, such as L or N
  • Convert an item to a reference list

Give the reference list a name and add any relevant tags.

Add items to the reference list​

  • You can create reference items by clicking New Item or tapping the ➕ from within the reference list or with keyboard shortcut N
  • You can also move items from one reference list to another

Use tags with reference lists​

As with project actions, reference items inherit the tags of the reference list itself. You can also add tags to reference items individually. However, if you want to delete an inherited tag from the item, you'll need to remove it from the reference list itself.

Common uses for reference lists​

Information storage​

  • Recipes: Cooking instructions and ingredient lists
  • Book recommendations: Reading lists organized by genre or priority
  • Travel ideas: Destinations and activities for future trips
  • Gift ideas: Present ideas for friends and family

Templates and checklists​

  • Meeting agendas: Standard formats for different types of meetings
  • Packing lists: Items needed for different types of trips
  • Onboarding checklists: Steps for new team members or clients

Resource collections​

  • Useful links: Websites, articles, and tools for different topics
  • Contact information: People and organizations you might need to reach
  • Inspiration: Ideas, quotes, or examples for creative projects

Converting reference lists​

Reference lists can be easily converted to projects when you're ready to take action on them. See Convert items for more details.