How to create a List View

Creating a List View in Insightly helps you sort and filter your records. You are able to share lists with your team or create private lists that only you can access. You'll also need to create a list to use the kanban view for projects, opportunities, or leads.

In any view, you can click a column header to sort by that field.

To create a List View:

  1. Click the gear icon and select Add New List View.
    Create_List_View_1.png
  2. Fill in the New View Name and select your Sharing Settings.
    Create_List_View_2.png

You can customize which fields appear in your list through the Choose Columns and Group Columns options.

Choose Columns

  1. Click on the gear icon and select Choose Columns.Create_List_View_14.png
  2. In List View Columns, you can add more items to your Visible Columns. Search through the list of Available Columns and click on the one you want to add. Then click on the right arrow to add it.Create_List_View_6.png
  3. To remove columns, find the one you want to remove in Visible Columns and click on it. Then click the left arrow to remove it. It can be added back later if needed.Create_List_View_8.png
  4. To change the order of your Visible Columns, click on the item in your list and use the up and down arrows to change its order. Create_List_View_7.png

Grouping Columns

  1. Click the gear icon and select Group Columns.Create_List_View_15.png
  2. Click on the column header that you want to group your records by and drag it to the designated area. For example, you may want to group your contacts by title.Grouping_Columns.gif
  3. If you want to remove the grouping, click on the X in the box your records are grouped by.Create_List_View_11.png

Adding Filters

  1. Add filters to your list by clicking on the funnel icon and then clicking on Add a Filter Row. To hide the filter section, click on the funnel icon again. To learn more about filters, read our article on basic report filtering.
    Create_List_View_3.png
  2. Hover over the filter and the option to edit or remove the filter will appear.Create_List_View_12.png
  3. You can add multiple filters to narrow down your list of records.Create_List_View_13.png

Deleting your List View

If you want to delete the list view, click the gear icon and select Delete.
Create_List_View_4.png

You can make multiple list views per record type, so try out a few.

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