Guides

Contacts board

Arrange contact lists, move people between panels, and filter the board.

The Contacts board shows list panels and an Unassigned panel for people not on any list.

  1. Open Contacts from the app navigation.
  2. Choose Create contact to add someone, or Add List to create a list with New list name and Create.
  3. Drag a contact onto a list to add them. Drop on Unassigned to remove them from all lists.
  4. On desktop, drag a panel by its grip to move or resize it. Use Reset layout to restore the default arrangement.
  5. Rename a list with the pencil, change its color with the swatch, or delete it with the trash control.
  6. Use Sort by and Filter… to focus the board. On a card, open the notebook control for a Quick dossier entry.

A contact can belong to more than one list. See Use contact lists.