Getting started with lists in Affinity

Help center reference

Concept — background and overview.

Types of saved views within a list

Once you determine what type of list you’ll be creating, you can start creating saved views within that list and customize them according to your preferences.

1. Sheet View — View your list data in a table-style format with cells.

   

2. Board View — View your list data in a Kanban-style format with cards (see Affinity Board Views).

   

3. Dashboard View — View your list data in a report-style format with visual charts, graphs, and funnels (see Affinity Analytics).

   
   • Dashboard views can only be created or edited by those with a Creator role in your Affinity account (see “Understanding your role” in Getting started with Affinity Analytics).
   • Those with a Viewer role can filter and drill into underlying data on existing dashboard views (see “Understanding your role” in Getting started with Affinity Analytics).

List-level actions (from left to right)

• Click the list title to edit the title. List owners and list admins only.
• Click the star icon to favorite or unfavorite the list.
• Click Share to share the list with your team. List owners and list admins only.
• Click List Options to see additional list-level actions.

View-level actions (from left to right)

See How to create and use saved views within a list for more detail.

1. On the first row, navigate across saved views for that list:
   • Click Views to access private or shared saved views, and to pin, unpin, or delete saved views.
   • Use the tabs next to Views to switch between opened saved views.
   • Click the + icon to create a new saved view, access an existing saved view, or choose a template.
2. On the second row, take actions for the specific saved view:
   • Click the blue + icon to add a contact as a list entry.
   • Click the saved view title to edit the title.
   • Click the View Permissions icon to make it private or shared.
   • Click the Search icon to find a contact within the saved view.
   • Click Filter, Sort, or Customize to change the saved view.
   • Click the Filter interactions icon to filter by a team member’s communications.
   • Click the Save icon to update the view with your changes or create a copy.
   • Click the Revert icon to undo configuration changes to the saved view.
   • Click the Export icon to export the current saved view as a CSV (see How to export data from your Affinity lists).
   • Click the Full screen icon to enter full screen mode.