Views
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.