Lists

A list is a set of records users want to keep, reuse, export, or act on.

Lists turn selected records or query results into practical working sets.

What Lists Are For

Lists are useful when users need to continue working with the same group of records.

For example, a list might contain invitees for a mailing, selected applications for review, records to export, participants for a process, or items that need follow-up.

Queries and Lists

Queries help users find records.

Lists help users keep and work with a group of records after they have been found or selected.

How Project Managers Should Think About Lists

Project managers should identify workflows where users repeatedly gather, reuse, export, or process groups of records.

Those workflows often point to places where list building can save time and make repeated work more reliable.