Lists is the central place where your team can track ideas, action items, and priorities in an organized, structured format. It gives you a clear snapshot of what needs attention, who owns each item, and when it should be completed. Whether you are managing a backlog, collecting improvements, or organizing work for a specific team, Lists helps you stay focused on the work that moves your business forward. Each list includes ownership, priority, status, target dates, and a health indicator so you always know where things stand.
On the main Lists page, you will see all your lists displayed with key information such as title, owner, priority, and current health. You can adjust the top Favorites banner to quickly highlight the lists you use most often. Inside any list, the layout is clean and easy to navigate, with open items at the top and completed items grouped below. You can switch between a traditional list view or a Kanban-style board view, search through items, and apply filters to stay organized. Lists gives you the structure your team needs to capture tasks, resolve issues, and keep work flowing smoothly.
Five Steps to Get Started
1. Review your existing lists on the main page
Start by exploring the Lists page to understand how your lists are displayed and organized. Each list shows its title, owner, priority, health, target date, and status. Review the Favorites banner at the top to see which lists are pinned and adjust it as needed to highlight the ones most important to your workflow.
2. Create your first list
Click the plus list button in the upper right to create a new list. Add a clear title that describes the purpose of the list, such as Product Backlog, Improvements, or Team Tasks. Assign the list to a specific team or adjust properties such as priority and target dates. A well-named list helps your team understand its purpose immediately.
3. Add items to your list
Once inside the list, start adding items. Each item should be concise and actionable. Assign an owner to ensure accountability and choose a priority level to help your team understand what needs attention first. Add due dates or any necessary context to support clarity and execution.
4. Switch between list view and board view
Use the view selector at the top to switch between the main list layout and the Kanban board layout. In board view, you can drag items from open to completed for a more visual workflow. This flexibility allows teams to choose the view that best fits their working style or meeting format.
5. Use search and filter tools
As your lists grow, make use of the search bar and filtering options to quickly find items. Filter by owner, priority, status, or other key properties to stay organized and reduce time spent navigating long lists. These filters help you stay focused on what matters most.
Tips and Tricks for Best Results
Keep items short and actionable
Clear and concise list items help team members understand what needs to be done without confusion.
Assign a clear owner for every item
Ownership creates accountability and ensures each task has someone directly responsible for its completion.
Use board view during meetings
The Kanban layout is ideal for reviewing progress, discussing blockers, and moving items forward as a team.
Organize lists by purpose, not volume
Create separate lists for different types of work to avoid clutter and keep focus high.
Review completed items regularly
Archiving what has been finished keeps lists clean and helps maintain momentum over time.