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New Lists is Affinity’s rebuilt Lists experience. New Lists is now the default experience for every customer. This guide covers what you can do today, what isn’t in New Lists yet, and where to go deeper on each capability.
Need a Classic-only workflow? You can switch an individual list back to Classic Lists anytime — from the Switch to Classic button in the list header, or from List Options (the gear icon, top right) if that button isn’t there. We’ll ask why, which directly shapes what we build next. See What’s not yet in New Lists below.

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What is New Lists?

A list in New Lists: pipeline rows with colour-coded status, owners and enriched columns New Lists is a completely reimagined experience for managing your pipeline, relationships, and opportunities in Affinity. Built from the ground up with modern technology, it brings powerful capabilities like advanced filtering with AND/OR logic, saved views that preserve your filters and sorts, lightning-fast performance, and intuitive workflows that help you work more efficiently. Why we built New Lists:
  • More powerful filtering — combine conditions with AND/OR logic, use advanced operators, and build sophisticated queries
  • Better performance — faster loading, smoother scrolling, and more responsive interactions
  • Modern workflows — intuitive editing, improved search, and streamlined data management
  • Foundation for the future — enables AI features, automation, and capabilities not possible in Classic Lists

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What you can do in New Lists

The same list as a board view, with cards grouped into pipeline status columns These capabilities are supported today:
  • Filtering — every field filterable, AND/OR boolean logic, advanced operators, and filter grouping. You can filter directly from a column header, including Status fields
  • Sorting — up to 5 sort levels across more sortable fields
  • Search — Find in View
  • Editing — one-click cell editing, keyboard navigation, number/date shortcuts, and copy/paste
  • Fields — create and edit fields, including dropdown, ranked dropdown, and status fields, with option management (add, rename, reorder, delete options from the column header) — and you can add a new option straight from a cell. You can also give a field a description (up to 255 characters) that teammates see when they hover over the column header and the Data Update agent reads when it suggests values — see Give Ascend agents your firm’s context.
  • List management — rename, delete, duplicate, and favorite lists
  • Saved views — save, duplicate, and manage views
  • Records — add with enhanced search, duplicate detection, required fields, and trigger support; create a new company, person, or opportunity directly from a cell or board card; remove records from a list; select multiple rows to copy to another list or remove from the list in one step (bulk actions)
  • Triggers — create, edit and remove Require Fields, Create Opportunity and Create Reminder triggers from List Options → List triggers on any list with a status field (since 22 September 2026). Existing triggers keep running, and both experiences share the same triggers, so nothing needs migrating. See the Add to list and triggers reference
  • Comments — comment on a row from the list itself, and read your unread comments
  • Export to CSV
  • Board (Kanban) view — drag cards between columns, reorder card fields, and group by status or other dropdown fields
  • Platform — Affinity Analytics and Directories support, enhanced field display, and enrichment display styles
Migrating from Classic? Your existing saved views open automatically in New Lists. When you save with a New-Lists-only feature (like advanced filters), Affinity creates a view variant so your Classic version is preserved for teammates still on Classic. See the Saved Views in New Lists Reference.

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The features in motion

Each clip is a real recording against a live list.

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Filtering from a column header

Clicking a column header opens its menu, and the filter item drops you straight into a rule for that field. The AND/OR toggle sits above the rules. Opening a column header menu and filtering on that field, with the AND/OR toggle above the rules

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Creating a dropdown option from the cell

Type a value that doesn’t exist yet and create the option from the same box, without opening field settings. Typing a new value into a dropdown cell and creating the option inline

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Commenting on a row

Comment from the list itself, without opening the record. Adding a comment to a list row without leaving the list

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Editing a cell in one click

One click opens the editor. No double click, no side panel. Single-clicking a cell to open its editor directly in the grid

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Creating a company from a cell

Add a row, type a name, and create the company from the same control. Adding a row and creating a new company directly from the cell

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Stacking sorts

A second sort adds to the first rather than replacing it, up to five levels. Adding a second sort level that stacks on the first rather than replacing it

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Exporting as CSV

Export the current view, filters and sorts included. Exporting the current view to CSV with its filters and sorts applied

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What’s not yet in New Lists — and what to do instead

A limited set of lower-usage Classic features aren’t in New Lists yet. Each has a workaround, and we’re evaluating them for New Lists through 2026 based on your feedback.

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List options in New Lists

List Options menu in New Lists: Enrichment Style, Edit statuses, List triggers, Rename list, Duplicate list, Automations, Delete list, the Resources links, and Switch back to Classic In New Lists, List Options is the gear icon in the top right of the list. It’s a shorter menu than Classic’s, though most list-level actions now live here — a few are still set up in the Classic experience. Everything below is still set up from Classic. Switch that list to Classic from List Options, do what you need, and switch back.

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Feature tutorials

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Modern look

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Getting things done fast

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More powerful filtering

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Get started with New Lists

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New to Lists in Affinity?

Start here:
  1. Read: Saved Views in New Lists Reference — understand how to organize and save your data views.
  2. Read: How to filter and sort in New Lists — learn to find exactly what you need.
  3. Try: open your first list and create a saved view for your weekly pipeline review.
Then explore:

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Migrating from Classic Lists?

Start here:
  1. Read: Saved Views in New Lists Reference — understand view variants (Linked/Unlinked from Classic).
  2. Try: open your existing saved views in New Lists — they’ll work automatically.
  3. Explore: How to filter and sort in New Lists — try Boolean logic and advanced operators.
  4. Reference: Filter / Sort / Operators Reference — see all the operators available.
Key concept: view variants let you use advanced New Lists features without affecting teammates still using Classic.

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Setting up for your team?

Start here:
  1. Read: Add to List and Triggers Reference — understand automation capabilities and where to configure triggers.
  2. Configure: set up Required Fields for your process, and set up your triggers from List Options → List triggers.
Then explore:

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Workflows with Lists in Affinity

👤 Best for: new users, analysts, anyone new to New Lists.📘 Essential reading:🚀 Quick-start guides:
👤 Best for: analysts, associates, deal managers, anyone managing active pipeline.Features used: Filters, Sorts, Saved Views, Find in View, Field Editing.
👤 Best for: team leads, managers, anyone establishing team standards.Note: trigger rules are set up in New Lists from List Options → List triggers, on any list with a status field.Features used: Shared Views, Status Triggers, Opportunity Triggers, Required Fields.
👤 Best for: operations, admins, CRM managers, data quality leads.Features used: Boolean Filters (empty operators), Saved Views, Field Editing, Find in View.
👤 Best for: sourcing teams, analysts capturing leads, anyone processing inbound.Features used: Add to List, Required Fields, Opportunity Triggers, Field Editing.
👤 Best for: sourcing teams, BD professionals, relationship managers.Features used: Advanced Filters (Boolean logic), Multi-level Sorts, Saved Views.

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Complete feature reference library

References (comprehensive documentation): All feature guides:

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Frequently asked questions

Yes. New Lists is the default for everyone, but you can switch an individual list back to Classic anytime. Data stays synchronized across both, and view variants preserve your New Lists configurations.
Switch an individual list back to Classic from list options — the gear icon in the top right of the list. When you switch back, we’ll ask a quick question about why — that feedback directly informs which remaining features we prioritize for New Lists.
Yes. All views open in New Lists. If you save using New-Lists-only features, Affinity creates a variant while preserving your Classic version for teammates still on Classic.
Yes, since 22 September 2026. Open List Options — the gear icon in the top right — and choose List triggers. The item appears on any list with a status field, and covers all three types: Require Fields, Create Opportunity and Create Reminder. Everyone with access to the list can view triggers and manage reminder triggers; required-fields and opportunity triggers are list admins only. Existing triggers keep running exactly as before — both experiences read the same triggers, so nothing needs migrating.
It’s still in the column header. Click a column’s header — Status fields included — and choose Filter: the filter opens with a rule for that field already started. Filtering lives in a dedicated popover in New Lists so it can support AND/OR logic and advanced operators, and you can add more rules from there.
Yes. Start typing in a company, person, or opportunity cell — or on a board card — and choose to create the record from there. Affinity pre-associates it with the row you’re on. You can also still use global Add New.
Board view is rolling out to New Lists. Where it’s enabled you can drag cards between columns to move a record through your pipeline, reorder the fields shown on a card, and group by status or another dropdown field. If your list shows a placeholder instead, board view isn’t enabled for your organization yet — use Classic for board workflows in the meantime.
Export to CSV is available in New Lists. (Direct Excel export from the new experience isn’t; CSV opens in Excel.)
Bulk email isn’t available in New Lists yet. Switch that list to Classic (from list options — the gear icon in the top right) to send bulk email for now. We’re evaluating how best to bring bulk outreach to the new experience, including through the Affinity API / MCP.
Yes. Select multiple rows and use Copy to List or Remove from List to act on all of them at once. Bulk email and bulk convert to opportunity aren’t available yet — switch to Classic for those.
Not at the moment. For calculations across fields on a record, see list calculations with the formula field.
Yes. Opportunities lists work in New Lists today. If there’s specific functionality you’re looking for, share it with your CSM.
Yes. All data changes — entry additions, value edits, and more — stay consistent across both experiences.
Click the list name in the header to edit directly, or use List options → Rename list. Changes save automatically and update across all views and navigation. (Renaming may not immediately update in the Favorites sidebar — refresh the page to see the new name.)
Go to List options → Delete list and confirm. Deletion permanently removes the list, all its views, and all list-specific fields, and cannot be undone — there is no recovery option.
Go to List options → Duplicate list and choose: No views (blank copy with all fields), With views (copies views too), or With views + permissions (also copies sharing). Name the new list and click Create. It appears in your navigation with all custom fields, dropdown options, and triggers from the original.
Click the star on the right side of the list toolbar. Favorited lists appear in your navigation sidebar under “Favorites.” (The favorite control is on the right in New Lists, moved from the left in Classic.)
Click the field’s column header → Edit field to add (type and press Enter), rename, reorder (drag and drop), or delete options. You can also add a new option straight from the cell itself. Changes to global fields affect all lists using that field; changes to list-specific fields affect only the current list. (After first creating a dropdown field, you may need to reload the page before Edit field appears.)Deleting an option clears that value from every cell using it — across every list using the field if it’s a global field. There’s no undo, so check where the option is in use first.
Click the three-dot menu on any row and select Remove from list. The record is removed immediately with an Undo option in the notification (no confirmation modal). The record still exists in Affinity — it’s just no longer on this list. (View-only users won’t see the remove option.) You can also perform bulk removal by selecting the radio boxes next to the entries, then click “Remove” in the upper right hand corner.
Classic Lists will be retired once the features customers depend on have moved to New Lists. We’ll give notice well before it happens. New Lists is already the default for every customer, and the Classic-only features listed above are moving across — apart from bulk email, where we’re still evaluating the best approach, including through the Affinity API / MCP.
Use the in-app feedback button or email support@affinity.co with what you were doing, what happened, screenshots, and your browser.