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Create and manage a Stakeholder List
Create and manage a Stakeholder List

How to create a new Stakeholder List, and how to edit and delete an existing one.

Matthew Hammett avatar
Written by Matthew Hammett
Updated over a year ago

A Stakeholder List is made up of any number of Stakeholder Individuals and Audiences already defined within the Organisation. The Lists are set up at an Organisation level to be used by any Project within that Organisation.

Stakeholder Lists can be used to easily add a common grouping of stakeholders to impacts or actions.

Pre-requisite: Any Stakeholder Individuals or Audiences must be created within the Organisation before you are able to add them to a collection; see the help article Create an individual Stakeholder or Audience.

Create a Stakeholder List

  1. Go to the Settings button at the bottom left of the screen and select ORGANISATION SETTINGS

  2. Select Stakeholder Lists

  3. Select CREATE STAKEHOLDER LIST

  4. Complete all fields and select Save.

Edit or Delete a Stakeholder List

You may choose to edit a Stakeholder List if you need to change the group name in any way or if you need to add or remove members from the list itself.

  1. From the Stakeholder List screen, select the Ellipsis (...) to the right of the Stakeholder List you wish to edit
    ​Note: You can also use this function to delete a Stakeholder List

  2. Update the fields or Stakeholder list as required

  3. Select SAVE.

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