Manage lists

Learn how to manage your lists and change the name, order, object, and more.

Remove records from a list

To remove records from a list in a table view, check the box(es) next to the record(s) you want to remove, and from the window that appears at the bottom of your screen, select More ▾ followed by Remove from list.

Note: This will not delete the record from your workspace, it will instead just be removed from the list. Learn more about permanently deleting records from your workspace.

In a kanban view, hover over the card to reveal the check box in the top right. Check the box and from the window that appears at the bottom of your screen, select More ▾ followed by Remove from list.

Note: You must have at least Read and write access for a list or be an admin in order to remove records.

Rename a list

To rename a list, select the current name of the list to edit. Click + to set an emoji or click the existing emoji to change it. Note that you must have Full access or be an admin to rename a list.

A close-up of the text field used to rename an existing list in Attio. The emoji attached to the list can also be customized.

Reorder lists

To reorder your lists as they appear in the sidebar, hover over a list name and grab it using the horizontal dots icon ::: - drag and drop to reorder.

The order of lists is set across your workspace, and will be updated for all members. You must have Full access to a list or be an admin to reorder it.

Manage list views

Manage list views from the view dropdown on the top left of your current view. Reorder views by selecting a view and dragging it. The top view on the list will be the default landing page for the list.

Rename, duplicate, delete, and add views to your favorites with the icon. Favorites are only visible to you. Learn more about favorites.

Change a list's object

If you have created a list and need to change which parent object it contains, Full access members and admins can update it.

When you change a list's parent object, existing records of other objects will remain in the list. However, you will be unable to add any other records of other objects going forward. Similarly, if record attributes for other objects were surfaced in your views or were being used in filters and sorts, those will remain in place, but you will be unable to add them in the future.

To change the object for a list, open the list and click the icon in the top right corner, then click List settings. Under the General tab, you can change the Parent Object.

Delete a list

Admins or members with Full access to a list can permanently delete the list at any time. Deleting a list also deletes the attribute data belonging to it.

To delete a list, select the icon in the top right corner of the list. Select Delete list and confirm.