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.

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.

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.

Summary

Did you know…

Plexflow now offers free training to help you get more out of the platform.
👉 Access the training
💡 An excellent way to save time and use Plexflow to its full potential.

Updated on: 12/11/2026