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.

• Types of saved views within a list
• List-level actions vs View-level actions
  • List-level actions (from left-to-right)
  • View-level actions (from left-to-right)

Types of saved views within a list

While all users can view their list data in 2 ways (sheet views and board views), those on the Premium or Enterprise tier will also have access to Affinity Analytics in the form of dashboard views.

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 - only for Premium and Enterprise tiers).
   
   
   
   1. Dashboard views can only be created/edited by those who are assigned a Creator role in your Affinity account.
      
      
      
   2. 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 owners and list admins only)
• Click on the star icon to easily favorite/unfavorite the list
• Click on Share to share the list with your team members (list owners and list admins only)
• Click on List Options to see the additional actions you can take on the list level

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

See How to leverage saved views within a list to learn more about the specific view-level actions you can take for a saved view.

1. On the first row, you navigate across the different saved views for that specific list (from left-to-right):
   1. Click on Views to access all your private/shared saved views, as well as pin/unpin/delete saved views.
   2. Next to Views, you'll have your opened saved views in the form of tabs you can click from one to the next.
   3. To the very right, click on the + icon to create a new saved view, access an existing saved view, or choose a saved view template provided by Affinity.
      
      
2. On the second row, you can take all these actions for that specific saved view (from left-to-right):
   1. Click on the blue + icon to add a contact as a list entry
   2. Click on the saved view title to edit the title
   3. Click on View Permissions icon (lock icon or people icon) to make it private/shared
   4. Click on the Search icon to easily find a contact within the saved view
   5. Click on Filter, Sort, or Customize to change your saved view to your liking.
   6. Click on the Filter interactions icon to filter for a particular team member's communications
   7. Click on the Save icon to update the saved view with the changes you made or create a copy.
   8. Click on the Revert icon to revert any changes you made - this only applies to the saved view configuration, not to any field value changes.
   9. Click on the Export icon to export the current saved view as a CSV file (see How to export data from your Affinity lists).
   10. 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.