Lists
Lists are saved selections of works or contacts. Build a selection once in WrkLst 10 and reuse it wherever it is needed:
for documents, exhibitions, consignments, presentations and mailings.
What a list is
A list is a saved selection. You build it once — with filter, search or the basket — and then reuse it wherever it is
needed: to generate documents, to create an exhibition or consignment, to build a presentation, or to address a mailing.
A list can hold works or contacts; a mailing list of collectors and a checklist of works behave the same way.
Creating and editing a list
1. Open Lists and choose Add list.
2. Give the list a name, a Category (an existing one or New category…) and a Visibility: Private, Shared or Shared,
locked.
3. Add works or contacts. The search finds records as you type. Drag entries to reorder them, or choose an Order:
Custom order, inventory number, year or name.
4. Save. Your view stays where you were.
Only one person edits a list at a time. While a colleague is editing it, the list says Being edited by someone else and
becomes editable the moment they finish.
From the basket to a list and back
The basket is the quickest way to fill a list. In Works, open the Basket menu and choose Save basket to new list or Save
basket to existing list; in Contacts the basket offers Save as a new list and Add to an existing list. The dialog has a
searchable list picker and lets you Add to the list or Replace its contents — Replace empties the list first. Load list
into basket works the other way round.
Finding your lists
Browse lists in Grid view or Table view, sort them by name or by when they last changed, and filter by visibility, by
category and by whether they are archived (Include archived). Archive keeps a list but hides it; Unarchive brings it
back. Open a list and the overview stays beside it, so you can step from one list to the next; large lists load their
members in pages, so they open immediately.
The lists overview: 1 Search lists · 2 Filter · 3 Table view · 4 Add list
The lists overview: 1 Search lists · 2 Filter · 3 Table view · 4 Add list
Each list shows what it holds: a list of works shows their pictures, as a small pile in the grid and as a stack in the
table and the side panel, and a list of contacts shows the faces of its people. At the top of a list, clicking a picture
opens that work full screen.
The works in a list
The works in a list are shown one per line, with inventory number, artist, title, details, price and location. A small
button in the panel header switches between inventory-number order and your own order. Clicking a work opens it with the
other works of the list beside it, so you can step through them without leaving the list.
An open list: 1 Edit list · 2 Share / export as · 3 More actions
An open list: 1 Edit list · 2 Share / export as · 3 More actions
Using a list
Share / export as at the top of a list generates documents from it. To use a list as the audience of a campaign, load it
into your contacts basket and choose Only my contacts basket when picking the recipients in Outreach. On your phone and
computer, every list that holds contacts appears as a group in your synced address book, and you can choose to sync only
the contacts on certain lists.
Deleting a list removes only the list; the works or contacts themselves stay.
Still using WrkLst Classic? This topic in the Classic documentation: Lists
Related articles
- Works: inventories, filter and search, views and the basket
- Presentations
- Outreach
- Sync your WrkLst contacts to your phone and computer
- Document templates: PDFs, Word and Excel on your own letterhead
