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Create and edit custom lists

Create personalized list views tailored to your specific needs and workflows, with options for both workspace-wide and private list management.

Workspace administrator lists​

Workspace administrators can create lists that benefit the entire team:

  • Global access - make custom lists available to all workspace members
  • Standardized views - establish consistent ways to view and work with data
  • Team efficiency - provide optimized views for common workflows
  • Permission control - manage who can access and modify workspace lists

Private custom lists​

Individual users can create personal list views regardless of their permission level:

  • Personal workspace - design lists that match your specific workflow needs
  • No admin rights required - create custom views without needing workspace administrator privileges
  • Privacy control - keep lists private or share them as needed
  • Flexible configuration - customize fields, filters, and formatting to your preferences

Sharing custom lists​

Share your private lists with colleagues using direct links:

  • Direct sharing - bypass permission requirements by sharing via direct links
  • Collaboration - enable team members to use your optimized list views
  • Temporary access - provide access without permanent permission changes
  • Feedback loop - gather input on list effectiveness from team members

List customization options​

When creating custom lists, you can configure:

  • Field selection - choose which fields to display and in what order
  • Filter criteria - set up filters to show only relevant records
  • Sorting preferences - arrange data in the most useful order
  • Format selection - choose table, cards, boards, or other visualization formats
  • Grouping rules - organize records by common characteristics

Custom lists empower you to work more efficiently by presenting data exactly as you need to see it.