Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

Find and use lists

Open saved views, favorite the ones you use most, and set a default.

A list is a saved view of a table: the filters, columns, and sort you set up, stored under a name so you can get back to it in one click. Lists work on service requests, costs, service providers, and the other tables in Bricks.

Open the Lists panel

Click Lists in the top bar. You can also click the Lists button in the toolbar above any table.

The panel shows every list you can use. Each row shows:

  • The record type and list name (for example, Service Request / Open HVAC work)
  • A description, if the person who made it added one
  • A Shared badge if it's a shared list
  • A heart to favorite it

Narrow down the panel

  • Search box: type part of a list's name or description.
  • Record type chip (for example, Service Request): show only lists for that table. When it's on, each list also shows a count of matching records. Counts above 99 show as 99+.
  • Personal: show only lists you made for yourself.
  • Shared: show only lists shared with your organization.

Use a list

Click a list's name to open the table with that list applied. The bar above the table shows the list name and these options:

  • Clear: remove the list and go back to the full table.
  • Save as a new list: save a copy with any changes you've made. See Save a list and share it.
  • Save changes to list: appears when you've changed the filters or columns on a list you can edit. A small dot next to the list name tells you there are unsaved changes.
  • Add to favorites / Remove from favorites
  • Set as default / Remove default: open this table with this list applied every time. The default list shows (Default) next to its name.
  • More (⋮): Edit the list's name, description, or visibility, or Delete it. You only see this menu on lists you can change.

Favorite a list

Click the heart next to a list in the Lists panel (or Add to favorites above the table). A filled heart means it's a favorite. Click it again to remove it.

Edit or delete a list

  1. Open the list.
  2. Click More (⋮) above the table.
  3. Choose one:
    • Edit: change the Name, Description, or Visibility Level, then click Update List.
    • Delete: click Delete again to confirm. This can't be undone.

Who can change a list

  • Your own lists: you can save changes, edit, and delete them.
  • Shared lists someone else made: read-only for you, unless you're a Customer Organization Admin. Admins can edit and delete any shared list in the organization.

Tip: If you want to change a shared list you can't edit, open it, adjust the filters, and use Save as a new list to make your own copy.

Related articles

  • Save a list and share it
  • Show a Saved List in your Work view
  • Filter, sort, and save views in any table
  • Navigate the top menu bar

Need help? Message the Bricks team from the chat bubble in the bottom-right of any screen, or contact Nicole Tavizón at nicole.tavizon@withbricks.com.