Lists Functionality - Outside of Sessions

Feature Name: Lists Management in Contesimal

Feature Overview

The Lists feature in Contesimal enables users to organize, manage, and access structured collections of content related to different sessions. This helps users contextualize and monetize their content by keeping relevant information categorized. Each list can contain list items, which are snippets, notes, search results, or references that contribute to a specific topic or session.

By using the Lists functionality, users can:

• Organize content from different sessions
• Track and retrieve relevant data efficiently
• Edit, delete, and manage their lists and list items
• Filter lists based on sessions for a more structured workflow

How to Use the Lists Feature

1. Accessing the Lists Dashboard

1. Log in to Contesimal and navigate to the Lists tab in the top navigation bar.
2. The dashboard will display all existing lists created by the user, including:
   • List Name: The title of the list.
   • Session: The session that the list is associated with.
   • Created by: The user who created the list.
   • Date Created: When the list was made.
   • Item Count: The number of items inside the list.
3. Use the All Sessions dropdown to filter lists based on the session they belong to.

2. Creating a New List

1. Click on the New List button (highlighted in red on the top right).
2. Enter a list name and associate it with a session if needed.
3. Click Save, and the list will be added to the dashboard.

3. Viewing and Managing a List

1. Click on any list name to open it.
2. Inside the list view, you will see all list items associated with it.
3. Each list item includes:
   • Snippets (Scissors Icon): Highlights extracted from content.
   • List Items (Document Icon): Saved content from the session.
   • Search Results (Binoculars Icon): Relevant content found using Contesimal’s search function.
   • Notations (Notepad Icon): Notes or comments attached to the list item.
   • Delete (Trash Icon): Remove the item from the list.

4. Editing or Deleting a List

• To edit a list, click on the pencil (edit) icon next to it in the dashboard.
• To delete a list, click on the trash icon. A confirmation prompt may appear before deletion.

5. Filtering Lists by Session

1. Click on the "All Sessions" dropdown menu.
2. Select a session from the available options.
3. The list view updates to only display lists associated with the selected session.

Troubleshooting & FAQs