Build a list
Create a list and choose the fields that every entry will have.
Create the list
In Lists, with the view selector on Standard, select New List.
Name it
Enter a title (required), such as Vendors, and optionally a description explaining what the list is for.
Add fields
Select Add Field and pick a field. Each field becomes a column in every entry. You can pick:
- one of your workspace's list fields, shared by all lists and managed in Settings › List Custom Fields
- Add List specific field for a field only this list uses
Order the fields
Drag fields by their handle to change the column order.
Save
Select Save List. Then open the Entries tab to start adding entries.
Screenshot coming soon
lists/list-formChoosing field types
Pick the type that matches the data, so entries are consistent and easy to filter:
| For… | Use |
|---|---|
| Names, short notes | Small Text |
| Longer notes | Big Text |
| Quantities, amounts | Number |
| Categories | Single Select or Multi Select |
| Owners | Person |
| Contacts | Email, Phone, Address |
| Dates | Date, Date Range, Time |
| Documents | File |
| Links to other records | Task, List, Custom Form, Custom Form Entry, Link |
See Field types for the full reference.
Delete a list
Open the list and select Delete List. This deletes all of its entries too, and can't be undone.
