Overview

The Lists feature on Endeavor One is an organizational tool that allows you to group profiles. Whether you’re preparing for a selection panel or organizing mentors, Lists provide a centralized and flexible way to manage and share information.

Create a New List

1. Navigate to the Lists page on the sidebar, and select New List in the upper right hand corner.

2. Enter the following details:

   1. List Name and Description (optional) to clarify the purpose of the list.

   2. Contacts to share the list with. These can be Staff, who will be able to Edit the list, as well as Guests, who will be able to view the list for 1 month. Emails will be sent to contacts notifying them that a list has been shared with them.

   3. Privacy Level, determining who can View the list. This can be:

      1. Private (only visible to you and collaborators)
      2. Local (visible to your local office)
      3. Worldwide (visible to anyone at Endeavor)

      In all cases, only you and collaborators can Edit the list.

3. Save the new list.

View Existing Lists

1. Navigate to the Lists page on the sidebar.
2. Use the tabs to view different types of lists:
   • My Lists: Lists you’ve created that are visible only to you.
   • Shared Lists: Lists shared with you by colleagues.
   • Local Lists: Lists created by users in your local office.
   • Favorite Lists: Lists you’ve marked as favorites for quick access. Select the Star icon on a list to mark it as Favorite.
   • Worldwide Lists: Public lists accessible to all Endeavor staff.
3. Select a list to view its contents, including the profiles it contains. Order the profiles alphabetically or by profiles most or least recently added to the list.

Save a Profile to a List

1. On an Individual or Candidate profile, select Save to List in the upper right hand corner.
2. Select either My lists or Shared lists and select Save to List.
3. To remove a profile from the list, navigate to the list on the List page, select the three dots, and select Delete.

Share a List