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# How to create custom lists in Plexflow

### Preface

Many managers want to quickly identify certain tenant profiles:

- Those who have a pet (e.g. a dog 🐕)
- Those registered in a specific program (e.g. OMH)
- Those linked to a **TAL file** (Tribunal administratif du logement ⚖️)
- Or any other custom criterion

⚠️ **Important note:** In addition to viewing, custom lists also let you **send a group email ✉️** to all tenants in the same category.

### Step 1 – Open the unit or the lease

1. Go to the **Properties** tab.
2. Select the corresponding building and unit.
3. Open the **lease or rent** of the tenant in question.

### Step 2 – Add keywords (tags)

1. In the unit or lease record, find the **Notes for the listing** section.
2. Click **Add a tag**.
3. Enter the relevant keyword (e.g. `Dog`, `OMH`, `TAL`, etc.).
4. Save.

👉 Example: for Camille Leblanc, I add the keywords **OMH**, **Dog**, and **TAL**.

![Notes / Keywords section with added tags](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-2_1ajjvuh.png)

### Step 3 – View your custom lists

1. Go to the **Overview** tab in Plexflow.
2. Click **Add widget**.
3. Choose the option to create a custom widget.
4. Select the keyword or keywords to display (e.g. `Dog`, `OMH`, `TAL`).
5. The widget is added to your dashboard and automatically displays the filtered list of matching tenants.

![Overview tab, adding a custom widget](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-3_tljotc.png)

### Result

You can now:

- See in one click all tenants with a **pet**.
- Quickly identify tenants registered with **OMH**.
- Follow those associated with a **TAL file**.
- Create as many custom lists as needed.
- **Send a group email ✉️** directly to all tenants who share the same keyword.

![Custom list widget on the dashboard](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/resultat_6jjjyx.png)

## Summary

![Summary animation of creating a custom list](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/liste-personnalisee_15s7122.gif)

![Second summary animation of custom lists](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/liste-personnalisee2_1aohrq6.gif)

## Did you know…

Plexflow now offers **free training** to help you get more out of the platform.
👉 [Access the training](https://www.plexflow.ca/formation)
💡 An excellent way to save time and use Plexflow to its full potential.