> ## Documentation Index
> Fetch the complete documentation index at: https://docs.connie.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Lists and views

> Create lists, add records, filter, sort, show or hide columns, save views, organise lists in folders, share and delete them.

A **list** is a named group of records from one object — for example "Q4 London prospects" (People) or "Target accounts" (Companies). Each list opens as a spreadsheet-style grid. A **view** is a saved way of looking at a list: a Table or Kanban layout with its own filters and sorting.

**Where:** left sidebar → **Records** · `https://connie.ai/<workspace-id>/records` · a list: `https://connie.ai/<workspace-id>/records/<list-id>`

## Create a list

<Steps>
  <Step title="Open the Create a list dialog">
    On the Records page click **New** → **New list**. (Click **Templates** instead to start from a ready-made list — it opens the **Use a template** tab.)
  </Step>

  <Step title="Choose how to start">
    On the **Blank project** tab you can:

    * Type what you want in the AI box — Connie opens [Chat](/chat/overview) and builds it for you.
    * **Start from scratch** — an empty list (continue below).
    * **Upload a file** — a CSV. See [Import and export](/records/import-and-export).
    * **Quick options**: **Find people**, **Find companies**, **Find jobs** (see [Lead Finder](/records/lead-finder)) and **Extract from LinkedIn**.
  </Step>

  <Step title="Name the list and pick an object">
    In **Create a new list**, enter a **List name** (required, up to 200 characters). Under **Object (optional)** pick **People**, **Company**, **Deal**, **Tasks** or a custom object. Leave **No object (table in Artifacts)** only if you want a one-off private table. **+ Create object** makes a new custom object — see [Objects and fields](/records/objects-and-fields#create-a-custom-object).
  </Step>

  <Step title="Click Create list">
    You'll see `List "<name>" created`. If you were inside a folder, the list is created in that folder.
  </Step>
</Steps>

A new list on an existing object starts by showing that object's standard columns. Columns that you or teammates added to the object start hidden — show them with the column settings button.

<Note>
  The **Import from CRM** quick option in this dialog only opens the blank list form. To actually import from a CRM, open a list and use **Actions** → **Import** → **Import from CRM**. See [CRM sync](/records/crm-sync).
</Note>

## Add records to a list

Open the list, then **Actions** → **Add records**:

* **Add record** (on Deals: **Add deal**) — People and Companies open a short form.
* **Add multiple records** — adds 5, 10, 25, 50 or 100 blank rows, or a custom number from 1 to 5,000.

Other ways in: [Lead Finder](/records/lead-finder) (**Actions** → **Find leads**), [CSV or LinkedIn import](/records/import-and-export) (**Actions** → **Import**), or [CRM sync](/records/crm-sync).

Click any cell to edit it. Right-click a row for **Insert row above**, **Insert row below**, **Cut**, **Copy**, **Paste** and **Delete row**.

## Search, filter and sort

* **Search** (magnifying glass in the toolbar) searches the records in this list.
* **Filter** builds conditions with **AND** / **OR**. Operators include equals, does not equal, contains, does not contain, starts with, ends with, is empty, is not empty, is one of, is not one of, greater than, less than, is before, is after, is between, is true, is not true, and **is me** (for owner-type fields). Enrichment columns also offer **is found**, **is not found** and **is verified**.
* **Sort** orders rows by a column. You can also sort from a column header (**Sort Ascending** / **Sort Descending**).

<Warning>
  Filters you set on a list's **Table** tab are saved on the list, so everyone who opens it sees them. For private filtering, create your own view (below).
</Warning>

## Show, hide and pin columns

* Use the column settings button in the toolbar to show or hide fields.
* Right-click a column header for **Hide Column**, **Pin Column** (keeps it visible while you scroll sideways), **Blur** (blurs the values on screen) and more. See [Objects and fields](/records/objects-and-fields#edit-hide-or-delete-a-field).

## Create and manage views

<Steps>
  <Step title="Add a view">
    Click **+** next to the view pills above the grid. In **Add new view**, choose a type, give it a name, and pick **Group by** / **Display column** for a board.
  </Step>

  <Step title="Set its filters and sorting">
    Each view stores its own filters, sorts and visible columns.
  </Step>

  <Step title="Manage it">
    Open a view pill's menu for **Rename**, **Copy link** ("Copied view link"), **Duplicate**, **Delete**, **Make default** and access settings.
  </Step>
</Steps>

Which view types are available depends on the object:

| Object | View types |
| - | - |
| People, Companies | Table, Kanban |
| Deals | Table, Kanban (a built-in Kanban by Stage is shown first) |
| Tasks | Kanban, List |
| Custom objects | Table, Kanban, List |

## See list analytics

Click the **Analytics** button in the toolbar to open stat cards for the list:

* People: Total people, Average ICP score, Email coverage.
* Companies: Total companies, Average headcount, Total industries.
* Deals: Total pipeline, Open deals, Avg deal size.
* Tasks: Total tasks, Overdue, Urgent.
* Other objects: Total records, Added, Updated.

Click **Add custom measure** to add your own. For workspace-wide dashboards, see [Analytics](/analytics/overview).

## Remove or delete records

Select rows with the checkboxes, then click **Delete** in the selection bar (or right-click → **Delete row**). On a list you created, Connie asks which you mean:

* **Remove from “list name”** — "Drops the record from this list only. It stays in the object and in every other list that holds it."
* **Delete everywhere** — "Soft-deletes the record itself — it disappears from this list, every other list, and any workflow that mirrors it."

Up to 5,000 rows can be removed or deleted at a time. Deleted records are kept for 7 days and then permanently removed. If you deleted something by mistake, email [support@connie.ai](mailto:support@connie.ai) straight away with the list name. (If Connie deleted them for you in [Chat](/chat/overview), ask in that same chat to undo it — the step's details show "Undo: Available until …", up to 7 days.)

Want to start fresh without the demo data? **Actions** → **Remove sample records**.

## Organise lists

On the Records page, hover a list and click **⋯** (or right-click it):

* **Star** / **Unstar** — starred lists sit near the top.
* **Add to folder** / **Remove from** a folder.
* **Rename** — or click the list name in its breadcrumb.
* **Duplicate** — opens **Copy** with **Copy into: Standalone list / Existing object** and a **Column mapping** step (create a new column, or map to a compatible one).
* **Share** and **Delete** (below).

To act on several lists at once, tick their checkboxes for **Select all**, **Star** / **Unstar**, **Move to folder** and **Delete**. Folders can't be bulk-selected.

### Folders

<Steps>
  <Step title="Create a folder">
    **New** → **New folder**, enter a **Folder name**, click **Create**. You'll see "Folder created". Owners, admins and members can create folders.
  </Step>

  <Step title="Move lists into it">
    Use a list's **⋯** → **Add to folder**, or bulk-select lists → **Move to folder**.
  </Step>
</Steps>

Folders are one level deep. Deleting a folder with lists in it asks you to choose **Delete folder only** (its lists move back to the top level) or **Delete folder and contents**.

## Share a list

<Steps>
  <Step title="Open sharing">
    In the list, click **Share** → **Manage access** (or **⋯** → **Share** on the Records page).
  </Step>

  <Step title="Choose who has access">
    In the `Share "<list name>"` dialog, pick **Everyone in** your workspace, or **Selected members only** and add people. Give each **Can view** or **Can edit**.
  </Step>

  <Step title="Save">
    You'll see "Sharing updated". **Copy link** copies the list's address for teammates.
  </Step>
</Steps>

Sharing is inside your workspace only — there's no public link to a list. Only the person who created the list, or a workspace owner or admin, can change who it's shared with. To share a reusable copy of the list's setup, use **Share** → **Share as template**.

## Delete a list

<Steps>
  <Step title="Open the list menu">
    On the Records page, click the list's **⋯** → **Delete**.
  </Step>

  <Step title="Read the confirmation and confirm">
    Normally: "The list is removed; its records are not deleted." The records stay in the object and in any other lists.
  </Step>
</Steps>

<Warning>
  If the list is the **only** list on a custom object, deleting it also deletes the object and all its records — the dialog says so. If the custom object has other lists, you'll see an optional checkbox to also delete the object, all its records and its other lists.
</Warning>

## Good to know

* **Who sees which lists:** owners and admins see every list. Members see lists they created, lists shared with everyone in the workspace (shown as `Anyone in <workspace>` in the **Shared with** column), and lists shared with them.
* **Default lists** (People, Companies, Deals, Tasks) can't be deleted.
* **Creating a list on an object** needs edit access to that object.
* Duplicating a list into another workspace isn't supported — export a CSV and import it there.
* List views are not available for People, Companies and Deals, and Table views are not available for Tasks.

## Troubleshooting

<AccordionGroup>
  <Accordion title="This is a default list and cannot be deleted.">
    **Why:** the People, Companies, Deals and Tasks lists are built in. **Fix:** delete or remove the records you don't want instead. When bulk-deleting, default lists are skipped with "is a default list and can't be deleted."
  </Accordion>

  <Accordion title="Deleting a list deleted all its records">
    **Why:** it was the only list on a custom object, so the object and its records were deleted too. **Fix:** email [support@connie.ai](mailto:support@connie.ai) straight away (deleted records are permanently removed after 7 days). Next time, keep another list on the object.
  </Accordion>

  <Accordion title="Only the list owner can change sharing settings">
    **Why:** only the list's creator or a workspace owner/admin can change sharing. **Fix:** ask them to share it with you or change the setting.
  </Accordion>

  <Accordion title="My teammates see the filters I set">
    **Why:** filters on a list's **Table** tab are saved on the list for everyone. **Fix:** add your own view with **+** and filter there.
  </Accordion>

  <Accordion title="There is no List view option on People">
    **Why:** List views aren't available for People, Companies and Deals. **Fix:** use Table or Kanban.
  </Accordion>

  <Accordion title="Duplicating lists to another workspace is not supported yet">
    **Why:** lists can only be duplicated within a workspace. **Fix:** **Actions** → **Export** → **Export CSV**, then import the file in the other workspace.
  </Accordion>

  <Accordion title="Deleted N lists. M couldn’t be deleted and are still selected; try again.">
    **Why:** some lists failed to delete. **Fix:** click **Delete** again with the remaining lists still selected.
  </Accordion>

  <Accordion title="A column I expected is not in my new list">
    **Why:** columns added to the object start hidden in new lists. **Fix:** open the column settings and switch the column on.
  </Accordion>

  <Accordion title="Record Add to list says Add to list is coming soon">
    **Why:** adding to a list from the record side panel isn't available yet. **Fix:** use **Duplicate**, an import, or the Lead Finder to build the list.
  </Accordion>
</AccordionGroup>

## Related

* [Records overview](/records/overview) — objects, lists, folders and the side panel
* [Objects and fields](/records/objects-and-fields) — field types and duplicate rules
* [Import and export](/records/import-and-export) — bring data in, take it out
* [Members and roles](/workspace/members-and-roles) — what each role can do


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