Organizing Solutions with Shortlists
Create named lists to group, compare, and track solutions for specific projects or evaluations.
What are shortlists?
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.
Creating a shortlist
Step 1: Open the shortlist menu
On any solution's profile page, click the chevron next to the Save button. This opens the shortlist dropdown.
Step 2: Create a new shortlist
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.
Step 3: Add more solutions
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.
Managing shortlists
Access all your shortlists from the My Cloud dashboard. From there you can:
- View all solutions in a shortlist
- Compare solutions side-by-side
- Send briefs or RFPs to all solutions in a shortlist at once
- Rename or delete shortlists you no longer need
Partner shortlists
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.