Lists

Lists help you track people, companies, deals, and more — like tasks and docs. They are mostly used for CRM pipelines and project management, but can be used for anything.

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Creating a List

1. Choose from a Template — Open Command K and type “new list” to see templates for common workflows.

2. Create Manually — Click + New in the sidebar and select List. Choose what to track and configure it yourself.

3. Ask the AI — Tell the AI what you want to track. For example: “Create a list to track my investor outreach.”

List Templates

Templates give you a head start with pre-configured properties, statuses, and views:

• Fundraising Pipeline — Track investors through your raise
• Sales Pipeline — Manage deals from lead to close
• Recruiting — Track candidates through your hiring process
• Portfolio — Monitor your investments
• Partnerships — Manage partnership opportunities

Tip

You can customize any template after creating it — add properties, rename statuses, create new views.

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How Lists Work

Records

Each row in a list is a record. Records can be linked to people, companies, or stand alone as deals, tasks, or anything else.

Click a record to open its detail page with:

• Properties — All fields and their values
• Messages — Emails related to this record
• Activity — Timeline of changes and interactions
• Tasks — Linked tasks
• Documents — Linked documents
• Files — Files from related emails
• Links — URLs shared in related conversations

Properties

Properties are the columns in your list. Each property has a type:

Type	Description
Text	Free-form text
Long text	Multi-line text for descriptions or notes
Number	Numeric values (can be formatted as USD, percentage, etc.)
Date	Dates and deadlines
Checkbox	Boolean true/false
Select	Single choice from a dropdown
Multi-select	Multiple tags from a dropdown
Person	Link to a contact
Company	Link to an organization
People	Link to multiple contacts
Companies	Link to multiple organizations

Adding Properties

Click Properties in the view toolbar to show, hide, or add new columns to your view.

Status

Every list has a Status property that organizes records into four categories:

Category	Icon	Meaning
To-do	Circle	Not started
In Progress	Half circle	Currently active
Done	Checkmark	Completed
Cancelled	X	No longer relevant

You define the specific status options (like “Lead”, “Meeting Scheduled”, “Closed Won”) and assign each to a category. Status categories determine how records appear in Kanban view and how completion is tracked.

Editing Stages

From Kanban View

In Kanban layout, each column represents a stage. To edit:

• Rename — Click the column header to edit the stage name
• Change color — Click the column header to change the stage color
• Reorder — Drag and drop columns to rearrange your pipeline order

From the Status Property

Open any record and click the Status property in the sidebar to access property settings. From there you can:

• Add, remove, rename, or recolor status options
• Reorder options by dragging them
• Assign each option to a category (To-do, In Progress, Done, or Cancelled)

Every status option must belong to one of the four categories. Each category has its own icon — circle, half circle, checkmark, or X — which appears automatically next to the status wherever it’s shown.

Ask the AI

Tell the assistant what you want to change. For example:

• “Add a ‘Negotiating’ stage after ‘Proposal Sent’”
• “Rename ‘Closed Won’ to ‘Invested’”
• “Remove the ‘On Hold’ status”

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Views

View Layouts

Layout	Best for
Kanban	Pipeline workflows — cards grouped by status columns, drag to move between stages
Grid	Spreadsheet-style — sortable columns, bulk editing, data-heavy lists

Kanban view is available for all record types including documents and deals.

Creating Custom Views

Each list can have multiple views showing different slices of the same data.

1. Click + next to your view tabs
2. Choose a layout
3. Add filters and sorts
4. Choose which properties to display
5. Name and save the view

Filters

Filter records by any property. Combine multiple filters with AND (all conditions must match) or OR (any condition matches).

Sorts

Sort by one or more properties, ascending or descending.

Switching Views

Use Option + Tab / Option + Shift + Tab to cycle between view tabs, or click them directly.

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Built-in Tabs

Every list includes tabs for related data alongside your main records:

Tab	Shows
Messages	Emails related to records in this list
Tasks	Tasks linked to records
Documents	Documents linked to records
Files	Files from related emails
Links	URLs shared in related conversations

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AI Features

AI Autofill

Automatically populate properties based on related data. Autofill works two ways:

• Automatic — Runs in the background on new emails, meetings, and calendar events.
• On-demand — Click the magic wand icon on any property in the sidebar or grid view column header.

Configure autofill per property with custom instructions. Learn more in Automations.

Auto-Add

Automatically add records to your list based on your email and calendar activity. Learn more in Automations.

List Context Docs

Give the AI context about your list so it can better autofill and answer questions. Access context docs from the Autofill button in the list header → Context Docs section.

Learn more in Skills & Context Docs.