How to Add an Item to the List?

You can add entries in two ways:

  • in the list.
  • or, on the Account page of the project, if this type of field was added to the list:

In the opened sidebar, enter the data and click the Save button:

To edit an entry, click on the entry line and change the data in the opened sidebar.

To delete one or more records, check the box in front of them and click the Delete button.

Filter and export the list

After the list is filled, you can quickly find information using several filters (1), search (2) or sorting (3).

Also, you can export lists to CSV or Excel.

Note: Only the columns that are displayed in the table can be exported.

Apply the features of Lists to any type of data management and increase the effectiveness of your company.