Getting started with lists in Affinity

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 personal preferences. You have 2 different types of views to choose from (3 if you have access to Affinity Analytics):

• Type 1 - Sheet View
• Type 2 - Board View
• Type 3 - Dashboard View (Affinity Analytics)
• List-level actions vs View-level actions
  • List-level actions (from left-to-right)
  • View-level actions (from left-to-right)

Type 1 - Sheet View

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

Type 2 - Board View

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

Type 3 - Dashboard View (Affinity Analytics)

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

• Dashboard views can only be accessed by those who have paid for Affinity Analytics (Premium or Enterprise Tiers).
• Dashboard views can only be created by those who are assigned a Creator role in your team Affinity account.
  • Those who are assigned a Viewer role will only be able to filter and drill into underlying data on dashboard views that have already been created.
    
    

List-level actions vs View-level actions

It is important to know the difference between the list-level actions you can take regarding the entire list and the view-level actions you can take within each saved view. 

List-level actions (from left-to-right)

• Click on the list title to easily edit the title (list admins/owners only)
• Click on the star icon to easily favorite/unfavorite the list
• Click on Share to share the list with your team members (list admins/owners only)
• Click on List Options to see a dropdown of additional actions you can take on the list level
  
  
  

View-level actions (from left-to-right)

• Click on Views to choose from these options: 
  • Access all your private/public saved views for the list
  • Pin/unpin saved views
  • Copy saved view link to share with other team members
  • Delete a saved view
• Click on the + icon to choose from these options:
  • Create a new saved view
  • Access an existing saved view
  • Choose a saved view template provided by Affinity
• Click on the blue + icon to add a contact as an entry to the list
• Click on the saved view title to easily edit the title
• Click on View Permissions icon (globe icon or person icon) to determine who can access the saved view and to change it to a default saved view
• Click on the Search icon to easily find a contact within the saved view
• Click on Filters to filter by particular columns
• Click on the Customize View icon to create/hide/show columns
• Click on the Filter interactions icon (now a line connected by dots) to filter for a particular team member's communications
• Click on the Save icon to choose from these options:
  • Update the saved view with the changes you made
  • Create a copy of the saved view with the changes you made
  • Create a new saved view that is the alternate of the current view
    • If it is a sheet view, then save as new board view
    • If it is a board view, then save as new sheet view
• Click on the Revert icon to revert any changes you made (i.e. filters applied and column re-sizing/re-positioning, not edits made to the cells/field values)
• Click on the Export icon to choose from these options:
  • Export the current saved view as a CSV file
  • Export all the people in the current saved view as a CSV file (only shown in organization and opportunity-type lists)
  • Export all the notes in the current saved view as a CSV file
• Click on the Full screen icon to view in full screen mode

If you have any feedback/questions, feel free to reach out to us at support@affinity.co.