--- title: Lists | micro description: Track people, companies, deals, and more through any workflow. --- 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. --- ## 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. --- ## 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” --- ## 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. --- ## 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 | --- ## 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](/using-micro/automations#ai-autofill/index.md). ### Auto-Add Automatically add records to your list based on your email and calendar activity. Learn more in [Automations](/using-micro/automations#auto-add/index.md). ### 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](/using-micro/skills-context-docs/index.md).