Manage lists

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

Table of Contents

Remove records from a list

If you no longer need a record in a list, you can remove it to delete the list entry while keeping the record in your workspace.

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

What happens when you remove a record from a list?

When a record is removed from a list:

  • It is removed from all views in the list for everyone.

  • All its list attribute values are deleted.

  • The record is not deleted from the workspace; it is only removed from the list.

  • Its data is removed from reports on the list.

Remove records from a list in a table view

To remove records from a list in a table view:

  • Select the checkbox next to the record you want to remove.

  • In the action bar at the bottom of the screen, select More ▾, then Remove from list.

Remove records from a list in a kanban view

To remove records from a list in a kanban view:

  • Hover over a card to display the checkbox in the top-left corner.

  • Select the checkbox.

  • In the action bar at the bottom of the screen, select More ▾, then Remove from list.

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.

Reorder lists

You can reorder the lists in your sidebar manually, or apply a sort order. Learn how to search and sort lists in the sidebar.

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.

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