How do I keep a list at hand without taking up too much screen space?

Some users elect to use lists to quickly access codes such as Client and Matter Codes, Task and Activity Codes, Employees, and Text Codes.  However, those lists take up space on the desktop.  You can use the auto-hide feature to make a list easily available, while taking up much less screen space.

Setting a list to auto-hide replaces the list with a small tab.  Clicking on the tab pulls the list into view, where it remains in view until the mouse is moved away from the list, at which point the list will automatically hide itself again.

To add a list to your view:

1. Click View > Lists then select the list you would like to see.  Options include:
• Employees
• Clients
• Activity Codes
• Expense Codes
• Task Codes
• Text Codes
• Rules

The list will be added to the workspace.  The list can be shown by All Items, Favorites, or Most Recent by clicking the tabs at the bottom of the list.

To set the list to auto-hide:

1. Right-click in the header bar of the list.
2. Select the Auto-hide option from the drop-down list. Selecting the auto-hide option replaces the list with a small tab on the right side of the screen.
3. Just click on the tab to pull the list into view, where it remains in view until the mouse is moved away from the list, at which point the list will automatically hide itself again.