Create named lists to group, compare, and track solutions for specific projects or evaluations.
Shortlists are named groups of solutions that help you organize your sourcing. Think of them as folders — you might have one shortlist for "Q3 IT Staffing Eval," another for "APAC Expansion Partners," and another for "Compliance Vendors."
A single solution can be on multiple shortlists, and you can add or remove solutions at any time.
On any solution's profile page, click the chevron next to the Save button. This opens the shortlist dropdown.
Click "New Shortlist" at the top of the dropdown. Type a name (e.g., "Q3 Staffing Eval") and press Enter or click Add. The solution is automatically added to your new shortlist.
Visit other solution profiles and use the same dropdown to add them to your existing shortlists. Check the box next to any shortlist name to add or remove the solution.
Access all your shortlists from the My Cloud dashboard. From there you can:
If you work with a partner, you can create shortlists under your partner account. Use the account picker at the top of the shortlist dropdown to switch between your personal account and partner-managed accounts.