List

The List View provides a streamlined checklist interface for managing records. This linear perspective simplifies progressive tracking through multi-step processes.

Record on List

• Checklist Format: Records are displayed in a convenient list, with checkboxes to mark completion.

• Infinite Scroll: Scroll endlessly through lengthy lists across thousands of records.

• Sorting: Sort by record name, date, assignee, and more to focus on relevant items.

• Filtering: Use filters to zero in on records by timeline, assignee, tag, and any custom field.

Benefits

• Task Management - Review and check off outstanding todos and action items in second.

• Prioritization - Focus effort on high-priority records via filtering and sorting.

• Auditing - Review sequences of events in chronological order.

Use Cases

• Managing sequential checklists - e.g. hiring pipelines, account onboarding.

• Processing lists - e.g. purchase orders, service tickets, tasks.

• Checking off project to-dos across departments and teams.

• Reviewing records in date/time order - e.g. audit trails, histories.

With customizable sorting, filtering, and actions, the List View simplifies record management through sequential tracking.