Using lists to find work to do

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read
  • Use lists in workspace to see high-priority issues and which issues are assigned to you.

    To get to list view, click the list icon (List icon).

    You see two tabs of lists: Lists and My Lists. The system administrator creates the list categories in Lists. You create the list categories in My Lists.

    List categories

    List categories in the previous image are Tasks, SLAs, and Incidents. List categories are not clickable and therefore serve mainly as headings for the list filters beneath them. For example, under the list category, Tasks, are the list filters, My Work and My Group's Work.

    List view

    Your system administrator sets up the list categories, which typically correspond with the tables in the database. For example, all incidents are stored in the incident table. All interactions are stored in the interaction table. The list categories your system administrator chooses to display in list view correspond to the kinds of issues you work on. If you work on incidents, your system administrator shows incidents in the Lists column. If you work on cases, the Lists column shows cases.

    You can use the up arrowhead icon (Collapse icon) to display the list filters under each list category. Clicking the down arrowhead icon (Collapse icon) collapses the list categories to make it easier to scroll through the list categories.

    You cannot have a list category without list filters.

    List filters

    List filters are the subsections under list categories. In the previous image, under Tasks, you see My Work and My Group's Work. Each list filter provides a helpful grouping of records typically from one table. For example, My Cases enables you to quickly find cases assigned to you. Your system administrator creates the list filters.

    Clicking a list filter opens the corresponding list of records in list view. A list filter must belong to a list category in the Lists tab.

    My Lists

    Any lists that you create appear in this section. Lists in this section are only visible to you. For more information about creating your own list categories and list filters, see Create My Lists in workspace.

    Next

    Learn how to work with lists in list view.