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WrkLst Classic

The previous WrkLst interface: the original guides and videos for WrkLst Classic.

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Works

Learn how to manage artworks in WrkLst, including creating inventories, adding artists and artworks, editing, multi-editing, and working with editions.

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Manage the people around your works β€” collectors, artists, curators, museums and suppliers.

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Plan and archive gallery exhibitions, art fairs and other exhibition projects.

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Track incoming, outgoing and third-party consignments, and never miss an expiry.

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Save selections of works or contacts and reuse them across WrkLst.

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Share artworks with clients through private viewing rooms.

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Upload and organise images, documents and links in bulk.

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Install and use the WrkLst app for iPhone and iPad, including offline access.

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Workspace and account settings, inventories and appearance.

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FAQ - Frequently Asked Questions

Security, privacy, hosting, AI and other questions we are asked most.

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Dashboard

Your customizable home screen in WrkLst.

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Messages

Email written and sent from inside WrkLst.

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Outreach

Campaigns and personal communication at scale.

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Plan exhibitions, fairs and projects on a calendar-based timeline.

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Collection Values

Cost, estimated and insured values across your collection.

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Reports & Analytics

Sales, facilitators, exhibitions and consignments on one page.

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Biographies

Maintain artist CVs in one place and publish them everywhere.

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Integrations

Connect WrkLst to your website and other systems.

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Leads

Follow every enquiry from the first contact to the sale, an exhibition or any other goal: the Leads page, offers, holds and sales from a lead, goals, settings and the Leads report.

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Account Setup

Getting Started with your WrkLst Account

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Your WrkLst website, made from your artists, exhibitions and works: pages and blocks, publishing, settings, and adding a website to your plan.

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Leads

Opportunities: more lists, the contact log and Don't reach out

Besides For a show and Stay in touch, Opportunities lists the leads that have gone quiet, the people to tell about your new works, the artists to offer a client, and the institutions and curators to approach for an artist. This article describes those lists, the contact log every contact has, and the Don't reach out mark. Switching Opportunities on, the two main lists and how to answer a row are in Opportunities: whom to contact next. This article describes WrkLst 10. Gone quiet Gone quiet lists the leads you may see that nobody has moved: - an open lead with no move to another stage, no entry in its timeline and no follow-up date for 60 days; - a lead with a goal other than Sale that was lost for its Timing at least six months ago β€” unless a follow-up set on it still lies ahead. The longest silence comes first. Each row is the lead itself: its goal, the person β€” a click opens the lead β€” its stage, whose lead it is, "Nothing has happened for …" or "Lost for its timing … ago", and the last contact. Its one action is Check back, which sets the lead's own follow-up date; if the lead is still quiet on that day, it comes back here. A lost lead gets no reminder. Gone quiet never makes or moves a lead by itself, and it has no Not relevant and no Show hidden. Mine lists the leads you own. Leads of people marked Don't reach out or set to check back are left out. New works New works pairs each work added in the last 30 days that is available with the people who have a reason on its artist β€” the reasons of For a show: they bought the artist, bought for a client, advised on a purchase, hold an offer, are on the waitlist, asked about the artist, own their works or looked at them in a presentation. One row per person and work. A work in an edition appears once for the edition, with Available copies: …; its picture and caption link to the copy a lead is Privacy Β· Terms Β·. A work whose availability its own page hides from you is not proposed. If you may see prices, a note compares the work's price with what the person paid for this artist in your sales, with some leeway either side: Within what they have paid for this artist or Outside what they have paid for this artist. A work outside sinks in the list but stays on it. For 12 months after a Price answer, the comparison allows no leeway. A work with confidential prices gets no note. - Make a lead starts a sale lead with the person and the work. - Not relevant offers Not this work, Never for …, Price and Already has it. Already has it takes the work off the list for this person and teaches the ranking nothing. A person who declined the work on a lead, or who has or had a copy of it, is never proposed for it. For a client For a client shows the artists to offer one person. Choose them with Pick a client, a search of your contacts. Each row is one artist, strongest first, with the person's reasons on that artist β€” the reasons of For a show β€” and, if you may see all sales, Shared collectors: "Collectors of … also bought …", when at least three of your buyers bought both artists. An artist the person already bought is offered too, with the purchase among the reasons: new work by an artist they collect is often welcome. A consultant named on your sales is proposed for the artists whose purchases they advised on (Advised). - Make a lead starts a sale lead with the person and the artist. While an open sale lead names the artist, the row stays away. - Not relevant offers Not this artist β€” Only for this client, under For a client β€” Never for … β€” Also not for this artist's shows and new works β€” and Price. On the contact itself, the Leads & Waitlist section lists the strongest Artists to offer, each with Make a lead: … and Not relevant: …, and All artists to offer (…) opens For a client on that person. The contact's summary names the first one: Artist to offer: …. Institutions for an artist Institutions for an artist shows the institutions, curators and venues to approach for one artist. It is offered while Exhibition or Loan is a switched-on goal under Settings β€Ί Leads. Choose the artist with Pick an artist. Each row is one contact with what they did with this artist in your account: - Showed β€” the venue of a show with the artist, with confirmed dates; - Curated β€” named on a show with the artist under Contacts, with Counts as set to Curator; - Curated a museum purchase β€” the Curator of a Museum sale of the artist's works; - Borrowed β€” a non-financial consignment, a loan, of the artist's works to them; - Acquired β€” a donation or gift of the artist's works to them, or a museum sale to them; - Lead, not a sale β€” a lead with the goal Exhibition, Loan, Acquisition or Representation that names the artist. Relationship says whether you are already in touch: Lead open, Won … or None yet. Your own locations are never proposed. - Make a lead starts a lead with the goal Exhibition β€” Loan if Exhibition is switched off β€” with the contact and the artist. While an open lead with one of the four goals above names the artist, the row stays away. - Not relevant offers Not here β€” Only for this artist, under Institutions for an artist β€” and Never for …. Artists for a curator The other way round: on the contact of a curator or an institution β€” anyone with one of the reasons above for an artist you may see β€” the Leads & Waitlist section lists Artists to propose: the artists you represent (Status Represented on the artist's contact) to suggest to them, strongest first, with Show all (…) for the rest. The contact's summary names the first one, Artist to propose: …; a click opens the list. It has no tab of its own and, like Institutions for an artist, needs the Exhibition or Loan goal. The reasons are Shown together β€” "… was in a group show with …", one of your group shows with an artist they showed or curated β€” Shared collectors, if you may see all sales, and their own history with the artist: a curator who curated a show with an artist before is proposed that artist again. Make a lead starts a lead with the goal Exhibition, else Loan. Not relevant offers Not this artist β€” Only for this contact, under Artists to propose β€” and Never for …. The contact log Every contact's summary has a contact log β€” whether or not Opportunities is switched on: - Last contact β€” when, how and who β€” with Log contact. - Stay in touch β€” the rhythm and where it comes from, with Change: Automatically (from the shortest shared list with a rhythm they are on, else from their buying rhythm once they have bought three times, otherwise the account's default), No reminders, or A rhythm of their own (Every … days, between 30 and 730). - A check-back, if one is set, with Clear. - Contact log β€” the latest entries, and Show all. WrkLst adds mails by itself: a mail you send a contact through WrkLst, a mail you keep on the contact from your mailbox (Kept mail), and campaign mails, which never count as contact. The mails already on record when the contact log arrived are in it too. A mail that was no real contact β€” a delivery notice, a wrong address β€” can be marked Doesn't count, and Counts again undoes that. An entry logged by hand can be deleted by whoever logged it or by someone who may edit contacts; it then no longer counts. Log contact asks When (today unless you change it), How β€” Call, Meeting, Fair, Mail outside WrkLst, Text message or Other β€” and an optional Note of up to 500 characters. WrkLst reminds you there: "Never note health, religion, political views or other sensitive details about the person." Your colleagues see who was in touch, when and how β€” never what a mail said. On a confidential contact, the note is hidden from anyone who may not reveal confidential contacts. The contact log is hidden in presentation mode. Don't reach out When someone asks not to be contacted, or objects to marketing, mark them with Don't reach out… β€” in the contact's action menu, or in a row's β‹― menu. Choose why β€” They asked not to be contacted, They objected to marketing or Another reason β€” and confirm with Mark β€œDon't reach out”. WrkLst records the wish with the date, who recorded it and why. The contact then shows Don't reach out with since when, by whom and the reason, and the change goes into the contact's history. From then on: - campaigns never reach the person, and Write to them on a show's Suggested list leaves them out; - a single mail goes only once you say why β€” It answers their message, An invoice, a delivery or other business or Another reason β€” and the reason is kept with the message; - connected newsletter tools unsubscribe their addresses; - labels and letters made from your templates leave them out β€” the download says how many were left out, and Include them for a business letter makes it again with them; - Opportunities stops proposing them, and no check-back reminder comes for them. The mark follows the e-mail address. When an address of a marked person is saved on another contact β€” in the contact form, an import or when a lead becomes a contact β€” that contact is marked too, with the reason same email address. WrkLst never says who the other person is. Anyone who can see a contact can mark it, confidential contacts included. Lift… removes the mark, again with a reason β€” They agreed to be contacted again, It was marked by mistake or Another reason β€” and needs the right to edit contacts (on a confidential contact also the right to reveal it). Lifting does not sign anyone up again: addresses that were unsubscribed from a newsletter stay unsubscribed until the person signs up again. Check back reminders On the day a check-back you set comes due, WrkLst notifies you with Time to check back and the person's name; a click opens the contact. Only the person who set the check-back is reminded, and nobody is reminded about a person marked Don't reach out. If you receive notifications by e-mail, this one comes by e-mail too. You can switch it off under Settings β€Ί Notifications with Check back. A subscription with Lead follow-ups and check-backs under Settings β€Ί Calendar puts your check-backs into your calendar app as well. What WrkLst keeps, and for how long The lists themselves are never stored. What WrkLst keeps is on the contact: - the answers β€” who gave them and when, the person, the show, the work or the artist, and which kinds of reasons the row had, but never the sales, leads or works behind those reasons (a Make a lead answer remembers the lead it made); - the contact log; - a check-back, a rhythm of their own and the Don't reach out mark. All of it is kept as long as the contact exists. When a deleted contact is removed for good β€” 62 days after it was deleted β€” its answers, its contact log, its check-back and rhythm, its mark and the notifications about it are deleted with it. For a person marked Don't reach out, WrkLst keeps only a one-way fingerprint of each e-mail address β€” no name and no other detail β€” so the same address saved again is marked again. If it cannot keep that fingerprint, the contact is not removed. Who sees what in these lists The rights of Opportunities: whom to contact next apply here too, and every reason is checked for the person looking at it. In addition: - Gone quiet lists only leads you may see; its Check back needs Edit & delete for Leads. - New works needs View for Works; the price note needs Read and edit prices for works. - Shared collectors needs the right to see all sales, not only your own. - Showed and Curated need View for Exhibitions. - Make a lead and Not relevant need Edit & delete for Leads. Still using WrkLst Classic? Opportunities, the contact log and Log contact are part of WrkLst 10, and a link to Opportunities always opens it in WrkLst 10. Classic shows the Don't reach out mark on a contact and asks for a reason before a single mail goes to a marked person, but you set and lift the mark in WrkLst 10. Mails sent from Classic count as contact too. Related articles - Opportunities: whom to contact next - Leads - Lead goals, settings and the Leads report - Create a New Artist Contact - Exhibitions

Leads

Opportunities: whom to contact next

Opportunities tells you whom to contact next: who has a reason to hear about your upcoming shows, and which clients have not heard from you for a while. Every proposal shows its reasons from your own sales, leads, waitlists and presentation views, and you act on it right there β€” make a lead, log a call, check back later or pass. This article describes Opportunities in WrkLst 10. https://wrklst.art/wp-content/uploads/2026/10/WrkLst-Leads-Opportunities-EN.mp4 What Opportunities does Opportunities has these lists, each a tab on its page: - For a show β€” the people with a reason to hear about a show: they bought the artist, hold an offer, are on the waitlist, asked about the work or looked at it in a presentation. - Stay in touch β€” your clients who have not heard from you for longer than their usual rhythm. - Gone quiet β€” the leads nobody has moved for a while. - New works β€” the works you added in the last 30 days, and who has a reason to hear about them. - For a client β€” the artists to offer one person. - Institutions for an artist β€” the institutions and curators to approach for one artist; and, on a curator's contact, the artists to propose to them. This article describes the first two lists and how to answer a row on any of them. The others, the contact log, the Don't reach out mark and what WrkLst keeps are in Opportunities: more lists, the contact log and Don't reach out. All of them are proposals. Nothing is sent and nothing changes until someone on your team acts on a row. WrkLst works the lists out each time you open them, from the records you may see, and nothing leaves your account. Switching Opportunities on Opportunities is off until an administrator switches it on for the account. Open Settings β€Ί Leads and find the Opportunities card: - Opportunities switches it on. Beside the switch, WrkLst tells you what it reads β€” your sales, leads, waitlists, presentation views and contact log β€” and asks you to check that your privacy notice covers this use before you turn it on. - Stay in touch every … days is the rhythm for clients who have neither a buying rhythm nor a rhythm of their own: between 30 and 730 days, and 180 days until you change it. - How opportunities are ranked shows how much each kind of reason counts β€” see "How the ranking learns" below. - Is your data ready? shows, for each thing the lists read β€” such as dated sales, waitlists, presentations for a client or curators set on shows β€” how much your account has, whether that is Ready, Thin or Empty, which lists use it and, under Next step, what to do. Counts only, no names. An empty tab also tells an administrator what holds that list back. The card has its own Save changes button. You need a role with the General Account right. While Opportunities is off, its page says so: an administrator can switch it on right there, everyone else is told that an admin can switch it on in Settings β€Ί Leads. Where you find it - On the Leads page, the Opportunities button (a target) in the toolbar opens it. - On the Dashboard, the Opportunities tile shows two numbers β€” For upcoming shows and Stay in touch, each opening its list β€” and the five strongest people, each a link to their contact. All opportunities opens the page. - On an exhibition, the Suggested section lists the people proposed for that show, whatever its dates β€” see "The show's Suggested list" below. It only appears when there is someone to propose. - On a contact, the Leads & Waitlist section lists the person's opportunities below their leads: For a show: …, New work: … or Stay in touch, with the tier and the strongest reasons, followed by the artists to offer them. The five most relevant come first, the rest behind Show all. Each one opens the list, where you act on it. Below them you see the answers your team has given on this person. - Every Monday, a notice Your opportunities this week says how many people there are to reach β€” For upcoming shows and Stay in touch β€” with counts only, never a name; a click opens the list. It comes only when there is someone to reach, by e-mail too if you receive notifications by e-mail, and Weekly opportunities under Settings β€Ί Notifications switches it off. In presentation mode, Opportunities stays hidden β€” on its page, on the Dashboard, on contacts and on exhibitions. For a show For a show proposes people for every show that is running or opens within the next 90 days and has a venue with confirmed dates. Pick the show with Show: each one lists its dates, its venue and how many opportunities it has. If no show qualifies, the page says so and offers Go to Exhibitions. A person is proposed for a show when they have a reason on one of its artists β€” an artist linked to the show, or the artist of a work in it: - Bought β€” they bought works by the artist from you. When a sale names a collection, the purchase counts for the collection. - Bought for a client β€” they bought the artist for a collection: an advisor or a company buying on someone's behalf. - Advised β€” they are named as the Consultant on purchases of the artist. - Offer or hold β€” an open offer, or a hold that is neither released nor run out. - Waitlist β€” they are on the artist's waitlist. - Lead β€” a sale lead about the artist or one of their works: open, Long-term, or lost for Price, Bought elsewhere or Not available. - Owns β€” they own works by the artist, or you recorded a purchase of theirs through an external seller or gallery. - Viewed in a presentation β€” they opened the artist's works in a presentation you made for them. WrkLst does not propose the artist for their own show, a deleted contact or anyone marked deceased, anyone marked Don't reach out or set to check back later, or anyone who already has an open or Long-term lead linked to that show β€” that lead is the follow-up already. The people with the strongest reasons come first. People who rank equally take turns from one day to the next. The show's Suggested list On the exhibition itself, the Suggested section β€” its header says how many β€” lists the same people for that show, each with the tier, the strongest reason, Make a lead and Not relevant; Open in Opportunities opens the full list. Tick people to act on several at once, up to 50: - Make leads (…) makes one sale lead for each, with the show linked, the artist of the strongest reason and you as owner. Someone a colleague answered in the meantime gets none, and WrkLst says how many were not made. - Write to them (…) creates a draft campaign for the show to each one's first e-mail address and opens it. It leaves out anyone marked Don't reach out, unsubscribed from the newsletter, without an e-mail address or confidential to you, and says how many. It also says how many have only asked, with no purchase you can see β€” in many countries, marketing e-mail to them needs their consent. Make leads needs Edit & delete for Leads; Write to them needs Outreach in your plan and your role. Stay in touch Stay in touch lists the clients whose rhythm has run out since you were last in touch. A person can be on it when they bought from you, advised on a purchase, are on a waitlist, have a Long-term sale lead, have a rhythm of their own or are on a shared list with a rhythm. Anyone with an open lead is left out: that lead's follow-up covers them. Each row says how long it has been, and the rhythm with where it comes from: - set for this contact β€” a rhythm you set on the contact; - from the list β€œβ€¦β€ β€” the rhythm of a shared list they are on; on several, the shortest; - from their buying rhythm β€” once they have bought from you on three different days, the usual gap between their purchases, never shorter than 90 or longer than 540 days; - the account's default β€” the days set in Settings β€Ί Leads. Last contact is the latest of two things: an entry in the contact log that counts, and the latest sale to them that you may see. Offers and holds do not count, and campaigns do not count either β€” a row shows the latest campaign as information, "Campaign … β€” doesn't count". Without any contact on record, the time is counted from their earliest purchase, lead or other reason; for someone with nothing but a rhythm of their own, from when that rhythm was last changed; for someone there only through a list, from when the list got its rhythm. When there is no date at all, the row says Never in touch. High comes before Medium before Low, and within each tier, whoever is furthest past their rhythm comes first. A rhythm for a list While Opportunities is on, a shared list of contacts shows a Stay in touch line with Change: Not set, or A rhythm for this list (Every … days, between 30 and 730). Everyone on the list is then due in Stay in touch at least that often. A rhythm set on the person comes first, and on several lists the shortest counts. Private and archived lists have no rhythm. Changing it needs the rights to edit the list and contacts. Reading a row - The tier β€” High, Medium or Low β€” says how strongly the reasons speak for this person. - The name opens the contact. Beside it, whose opportunity it is: For … Β· owner of the lead (the person who looks after their latest open or long-term lead), else For … Β· seller of the last sale, else For … Β· last in touch (whoever was last in touch with them). Otherwise the row is Unassigned. - The reasons, strongest first, each with its year. Three are shown, "… more" says how many follow, and a click on a reason opens the record behind it. - Notes that help you decide: "Weighted down: the latest is from …" when the strongest reason is old, a line saying who passed on this person for another show of the same artist and when, and Partner deceased. - Last contact β€” when, how and who. On Stay in touch also how long without contact and the rhythm, for example "every 6 months (the account's default)". Acting on a row - Make a lead opens a new sale lead with the person, the artist of the strongest reason and, for a show, the show already linked. While that lead is open or Long-term, the row stays away. - Log contact records a call, a meeting or a fair conversation (see the contact log in Opportunities: more lists, the contact log and Don't reach out). On For a show the person leaves that show's list. On Stay in touch the new last contact takes them off until their rhythm runs out again. - Check back sets a date β€” in 1, 3, 6 or 12 months, or Pick a date…. Until then the person leaves every opportunity list, for the whole team, and on the day WrkLst reminds you (see the check back reminders in the other article). - Not relevant passes on the proposal. For a show you choose Not this show, one of the Never for … entries under Not for this artist, or Price β€” the reason is right, but the price is not. Not this show and Price leave out the person for this show. Never for … removes every reason on that artist for that person, in every list and for every show. On Stay in touch, Never for … is the only choice. Under Data is wrong, This purchase isn't theirs: … or This offer or hold isn't theirs: … names each sale behind the row's reasons: that sale no longer counts for the person in Opportunities, and the ranking learns nothing from it. Something else β€” open the contact opens the contact so you can correct the record. - β‹― holds Don't reach out… and, on Stay in touch, Off the Stay in touch list: the person's rhythm becomes No reminders, and they are still proposed for shows. Every action confirms itself with a short message; Check back, Not relevant and Off the Stay in touch list offer Undo for a few seconds. When you pass on a person for a second show that shares an artist with the first, WrkLst asks Stop proposing … for …? β€” you answer with Never for … or No. It never decides that by itself. On Stay in touch you can tick several rows on a page and log one contact for all of them with Log contact (2)… β€” the number says how many you ticked. They all get the same day and the same channel, without a note: right for the two clients you met at a fair. A Log contact on the contact itself, outside Opportunities, counts as last contact too, so it takes the person off Stay in touch β€” but it does not answer a For a show row. One answer for the whole team An answer β€” Make a lead, Log contact or Not relevant β€” hides the row for everyone and says who gave it. If two people answer the same row at the same moment, the second is told that the first already answered, and nothing happens twice. Check back and Don't reach out belong to the contact itself and take the person off every list, for everyone; Off the Stay in touch list takes them off Stay in touch only. Show hidden lists, for the tab and show you are looking at, who left the list and why: - Answers β€” who answered, how and when, with Undo. The row comes back, and the ranking no longer counts the answer. - Checking back β€” until when and who set it, with Clear. - Off the Stay in touch list β€” No reminders, with Back on the list. - Don't reach out β€” since when. The mark is lifted on the contact. A marked person is listed here only, once, even if they had answers or a check-back as well. How the ranking learns Each kind of reason starts with a weight. Older reasons count for less β€” a purchase loses half its weight in four years, a presentation view in six months, while a waitlist entry and ownership do not fade. More records of one kind add a little, and every reason adds to the others without one outweighing the rest. Your team's answers move the weights for the whole account. Make a lead and Log contact from a row count as Acted on for every kind of reason the row had; Not this show and Never for … count as Passed. Price, Already has it, Data is wrong, Check back, Off the Stay in touch list, Don't reach out and a contact logged for several people at once teach nothing, and an answer you undo stops counting. How opportunities are ranked in Settings β€Ί Leads shows for each Kind its Starting weight, how often it was Acted on and Passed, its weight Now, and how fast it Fades by half in β€” or Does not fade. The weights cannot be edited by hand. Start fresh sets every kind back to its starting weight, so the ranking learns only from answers given from then on; the card then says Learning from answers since …. Nothing is deleted, and everything hidden stays hidden. Who sees what Who may do what is set per role in Settings β€Ί User Roles. - Opportunities needs View for Leads and Contacts; For a show and a show's Suggested list also need View for Exhibitions. The other lists' rights are in the other article. - Every reason is checked for the person looking at it. A purchase shows only if you may see that sale β€” confidential sales and, without the right to see all sales, other people's sales stay hidden. A lead counts only if you may see it. Waitlists, ownership and presentation views need their own rights, and presentation views come only from presentations in your own presentation list. A proposal whose reasons you may not see does not exist for you: no row, no count. - Mine shows the opportunities that are yours; All needs See every lead, not only your own, the same right as on the Leads page. Without it you see only your own, so unassigned ones never show. With it, the page opens on All, and it remembers your last choice in your browser. - Make a lead, Not relevant and Undo need Edit & delete for Leads. Log contact, Check back and Don't reach out… only need to see the contact. Off the Stay in touch list, Back on the list, a contact's rhythm and Lift… need Edit & delete for Contacts β€” on a confidential contact also Reveal confidential contacts. - A confidential contact's name shows on its row; its details stay hidden. Still using WrkLst Classic? Opportunities, the contact log and Log contact are part of WrkLst 10, and a link to Opportunities always opens it in WrkLst 10. Classic shows the Don't reach out mark on a contact and asks for a reason before a single mail goes to a marked person, but you set and lift the mark in WrkLst 10. Mails sent from Classic count as contact too. Related articles - Opportunities: more lists, the contact log and Don't reach out - Leads - From a lead to an offer, a hold or a sale - Lead goals, settings and the Leads report - Presentations

Exhibitions

Exhibitions

Keep track of exhibitions in WrkLst β€” gallery exhibitions, art fairs and any other kind of exhibition project β€” from the first checklist to the sales report and the costs. This article describes WrkLst 10. https://wrklst.art/wp-content/uploads/2026/10/WrkLst-Exhibitions-EN.mp4 The exhibitions list Exhibitions shows your shows as cards in the Grid view or as a Table view, sorted by title or date. The list runs by the date a show starts, newest first; a show whose dates are still Dates TBC takes the place of the day it was created, so it keeps its place in the programme. Filter by Kind β€” Solo, Two person or Group β€” by When, by Venue type β€” Institution, Gallery, Fair or Other β€” and switch on At our Locations for shows at your own spaces β€” with only your headquarters set up, the switch carries its name: At … only. An exhibition opens without losing the list, which stays beside you as a rail. Its cover is its first installation shot or, if it has none, is put together from its works; in the record a click on a picture in the cover opens it full screen. The exhibitions list: 1 Search exhibitions Β· 2 Filter Β· 3 Table view Β· 4 Add exhibition The exhibitions list: 1 Search exhibitions Β· 2 Filter Β· 3 Table view Β· 4 Add exhibition What an exhibition record holds An exhibition brings together everything about a show in one place. Under Venues you record the venue, its Venue type, the Exhibition dates with their Accuracy β€” full date, month and year, or year β€” and whether the show is Ongoing or its dates are still to be confirmed; a show with several venues is marked as travelling. The record carries the Artists with a Main artist, a Caption generated from title and dates that you can customise, Installation shots with their photo credit, Documents, the Press release, linked Contacts with their roles, Tags, Timeline entries and a Provenance entry that writes an exhibition line onto its works. Loans and transport are linked under Consignments and Shipments, and Linked biography items shows the lines in the artists' biographies that are linked to the show. Large shows load their works in pages. The Leads section lists the leads linked to the show β€” a fair's enquiries, for example β€” and New lead adds one that is already linked to it. If your account has a WrkLst website, the Website section lists the pages that show the exhibition and lets you Hide from the website or Feature on the website. An exhibition record: 1 Edit exhibition Β· 2 Share / export as Β· 3 More actions An exhibition record: 1 Edit exhibition Β· 2 Share / export as Β· 3 More actions Years later the record is still there, which is the point β€” a show you can reconstruct is a show you can cite, insure and publish. Building the checklist Checklists usually start as a filtered view or a basket selection of works β€” see Works: inventories, filter and search, views and the basket. Choose Exhibit and the exhibition opens with those works on it. In the record, the Works are a list, one per line with inventory number, artist, title, details, price and location β€” or cards or a grid, if you prefer. Every work you add arrives Confirmed: in the form, clear the tick for works that are still only being considered, and keep your own Order or sort by inventory number or year. Creating and editing happen on the same screen as the exhibition, and WrkLst warns you if a colleague is editing the same show. Sales report An exhibition shows what it actually sold: the total, how much each colleague sold, and every sold work with its buyer and invoice. Under Sales by facilitator, unfold a facilitator to see their sales with picture, client, invoice and payment status; one click opens the sale. A bar shows where every work stands β€” sold, donated, gifted, on hold, offered, available, not available β€” by Works or by Value. A sold work counts its value as in Reports & Analytics: its price without VAT and after discounts, without shipping or additional costs. The report counts the sales of the show's works from its start date on β€” the first dated venue, or the day the exhibition was created β€” whether or not a work is marked Confirmed. Your own sales, external sales and Donations & gifts are kept in separate groups; donations and gifts are valued at the work's list price. A work that came back or was resold no longer counts, so a work on the wall is never reported as sold. The report is shown to everyone who may see sales reports. Production & expenses Expand Production & expenses to see what the show cost. The production and framing costs of the works are summed and grouped By payer or By work; in the exhibition's form, Add expense under Production & expenses books the exhibition's own costs β€” Production, Framing, Shipping, Photography, Hospitality/Dinners or Other β€” with amount, currency, date, description and Paid by. The report shows Artwork costs, Exhibition costs and the total. Download PDF gives a dated document headed with your gallery's name and address, grouped by payer, ready for your accountant; Download spreadsheet gives one row per entry. Both sit behind the Download button; when the show has both artwork costs and costs of its own, Include lets you choose All costs, Artwork costs only or Exhibition costs only. The panel is shown to everyone who may see the values of works. Connections to other records Loans and incoming works are handled as consignments (Consignments), transport as shipments (Shipments), and anything sold from the show as a sale (Holds & Sales). The calendar feed can put Exhibition runs into your calendar app. Still using WrkLst Classic? This topic in the Classic documentation: Exhibitions Related articles - Consignments - Shipments - Biographies - Timeline - Leads: follow every enquiry from first contact to sale - Works, artists and exhibitions on your website - Reports & Analytics

Holds & Sales

Holds & Sales

Holds and sales record the commercial life of a work in WrkLst β€” from reserving a piece for a client, through turning that reservation into a sale, to the invoice and the payments on it. This article describes WrkLst 10. https://wrklst.art/wp-content/uploads/2026/10/WrkLst-Holds-Sales-EN.mp4 Before you start You need a work in your inventory and a contact for the client. See Creating New Artwork and Create a New Contact. Place a hold on a work Open the action menu on the work you want to reserve. Alongside Offer, Lead, Sell, Ship, Exhibit, Consign and Present, you will find Hold. Offer is there once offers are switched on under Settings β€Ί General Account. The hold dialog: 1 Put on hold The hold dialog: 1 Put on hold 1. Choose Hold. A dialog opens for that inventory number. 2. Set how long the hold runs: Until a date with an hour and minute, or For a duration in minutes, hours or days. A two-hour reservation at a fair works the same way as a hold that runs for weeks. When the time is up, the hold shows as expired, but the work stays on hold until you release it or turn it into a sale; under Settings β€Ί Notifications β€Ί Holds WrkLst can remind you three days before and when it expires. 3. Choose the Client and add Notes your colleagues will see, then press Put on hold. The work is marked as held in the inventory, so anyone browsing available works can tell at a glance that it is spoken for. The β‹― beside Hold (Hold in the sale form) opens the full sale form instead, where a hold can also be Indefinite. You can also pick several works in the basket and choose Hold, Sell or Offer: the new record opens with those works already on it, with prices, captions and sizes filled in; Lead instead records one lead with all of those works. You can also start an offer, a hold or a sale from a lead: the person and the works are filled in, and the record shows the lead it came from in its Leads section β€” see From a lead to an offer, a hold or a sale. Edit, release or convert a hold The action menu changes once a work is on hold, as long as the hold is for that one work and you are its facilitator or may see all sales. A hold on several works, such as one made from the basket, is changed in the hold itself: open it under Sales, choose Edit sale, and set the Type to Sale β€” or tick Release. In the work's action menu: - Edit hold β€” change the deadline, the client or the notes. - Release hold β€” return the work to available without recording a transaction. Use this when a client passes. - Hold to sale β€” carry the reservation straight through into a sale. Check the Sale date, the Client and the Notes and press Promote to sale; the work, its price, the client and the hold's facilitator carry over. The new sale is Not paid until you record a payment with Record payment. Record the sale A sale records who bought what, when, and on what terms. You set the Type β€” Offer, Hold, Sale, Donation, Gift or Cancelled β€” the Sale Date and the Facilitator, the colleague responsible for the deal. Executed through says whether the sale was made in-house, by an external seller or by an external gallery; the options Museum sale, Through auction and Confidential describe the shape of the transaction. Under Parties you choose the Client and, where there is one, the Consultant; with a consultant on the sale, Bill To says which of the two receives the invoice. On a museum sale the two fields read Museum and Curator, and a sale executed externally names its External Seller or External gallery here too. If you run more than one space, the sale also says which Location it belongs to. A sale, with its bar at the bottom: 1 Edit sale Β· 2 Invoice Β· 3 Share as A sale, with its bar at the bottom: 1 Edit sale Β· 2 Invoice Β· 3 Share as For each work you record the Price and Currency, any Discount as a percentage or a fixed amount, Additional Costs with your own label for things such as framing, and the Tax rate and label. The Item Text on your paperwork is pre-filled from the work record and can be edited for that sale. Shipping is billed on the same invoice under Bill Shipments, anything else under Other Items. The invoice is laid out line by line, with every discount, tax and currency conversion shown. The total and the payment status sit at the top, and the Payment section below shows what has been received and what is still Outstanding β€” so you can see whether a sale is paid without opening the PDF. The pictures at the top of the sale open the artwork full screen with its whole caption. Payments and payment links On a sold work the action menu offers Record payment (for a sale of that one work; a sale of several works takes its payment in the sale form under Payment Information): set the Payment status β€” Paid in full, Payments pending or Not paid β€” the Last payment date and Payment notes, and press Save payment. Money that arrives on your bank account or through Stripe, Shopify or QuickBooks is matched to the sale under Sales β†’ Payments; see Payments. In the sale form you can Provide credit card payment link via Stripe or via Shopify, optionally with a credit card fee, or let the client pay the invoice in QuickBooks. The Payment link on the sale is for your client β€” do not open it yourself. When a sale goes to QuickBooks you can pick the Income account it posts to, so a primary sale and a resale need not land in the same place. After the sale Because sales are linked to both works and contacts, the transaction appears on the work's record and on the client's contact record. The Sales list shows sales as cards or as a table, sorted by client, invoice number or date, and filtered by type, payment status, year, facilitator or the location of the works. Searching matches the titles of the artworks on a sale as well as their inventory numbers, the artist, the client and the invoice number. The sales list: 1 Search sales Β· 2 Filter Β· 3 Show as table Β· 4 Add sale The sales list: 1 Search sales Β· 2 Filter Β· 3 Show as table Β· 4 Add sale Invoices and paperwork Choose Share as on a sale, pick a template and the PDF or Word document downloads on your own letterhead; see Document templates: PDFs, Word and Excel on your own letterhead. If your bookkeeping needs numbered, locked invoices, e-invoices or a DATEV export, see Invoices: numbered invoices, e-invoices and DATEV export. Still using WrkLst Classic? This topic in the Classic documentation: Holds & Sales Related articles - Invoices: numbered invoices, e-invoices and DATEV export - Payments: bank reconciliation, Stripe, Shopify and QuickBooks - From a lead to an offer, a hold or a sale - Consignments - Shipments - Reports & Analytics

WrkLst Mobile App

Login to your account

How to log in to your WrkLst account from the app on iPhone. What you need Log in with the same email address and password you use for WrkLst in the browser. It is one sign-in for everything: one email address and one password for all your WrkLst accounts. Your user also needs the Mobile App permission β€” see Permission Requirements. After logging in The app runs an initial synchronisation so your records are available offline, and keeps them in sync automatically from then on. See Synchronize your Account or single inventories. If you cannot log in Check first that your email address and password work in a browser. If your password is rejected there too, the sign-in screen can email you a link to reset it β€” see Signing in: one login, passkeys and two-factor authentication. If your credentials work in the browser and the app still refuses, the most likely cause is a missing Mobile App permission on your role. Contact your account administrator, or email support@wrklst.art. Signing the app out of a lost device When you choose a new password through the reset email, tick Also disconnect my apps and devices: this signs the WrkLst app out on every iPhone, iPad and Android device, in all your accounts. A single device can also be removed under Settings β†’ Mobile App β€” see Setup WrkLst Mobile App. Still using WrkLst Classic? This topic in the Classic documentation: Login to your account Related articles - Install WrkLst App - Setup WrkLst Mobile App - Permission Requirements - Signing in: one login, passkeys and two-factor authentication

WrkLst Mobile App

Setup WrkLst Mobile App

Installing the WrkLst app and connecting it to your account. Download the app Download the app on your device β€” iPhone or iPad running iOS 17 or newer β€” from the Apple App Store: WrkLst on the App Store For Android phones and tablets, the WrkLst app is on Google Play. Log in Once the app is installed, log in with the email address and password you use for WrkLst in the browser. It is the same sign-in: one email address and one password for all your WrkLst accounts. Pair a device from Settings You can also pair a device by scanning a code. Open the menu under your name, choose Settings and then Mobile App. Choose Pair a device and scan the QR code with the WrkLst app on your device. Settings β†’ Mobile App. Settings β†’ Mobile App. The same page lists the Paired devices: for each one the user, the device and when it was last connected. Remove device unpairs it; the person can pair again at any time. Check your permissions Your user account also needs the Mobile App permission β€” see Permission Requirements. Most users have this already; legacy accounts with custom roles sometimes do not. First synchronisation After a successful login the app performs an initial synchronisation of your WrkLst database. This is what makes the app work offline: all records are held on the device, and only image data is loaded when it is needed. From then on the app keeps everything in sync automatically. See Synchronize your Account or single inventories to synchronise again later or to sync a single inventory. If a device is lost When you choose a new password through the reset email, you can tick Also disconnect my apps and devices. This signs the WrkLst app out on every iPhone, iPad and Android device, in all your accounts. If you only forgot your password, leave it unticked and everything keeps working. A single device can also be removed under Settings β†’ Mobile App. No app? Use the web client You do not have to install anything. The full WrkLst web interface works in a phone browser too, which is useful on a borrowed device β€” though only the apps work offline. Related articles - Install WrkLst App - Login to your account - Permission Requirements - Share one or multiple Artworks - Navigate Exhibitions, Lists, Artists