When to pick a static list
- A hand-curated shortlist (“VIP accounts”, “webinar follow-ups”).
- A one-off worklist you’ll clear (“people to call back this week”).
- Anywhere the membership is a deliberate human choice, not a rule.
Adding and removing
- Search to add: type in the list’s search box and pick a record.
- Bulk add: select rows in any records table and choose Add to list.
- Automatically: a workflow’s add-to-collection action.
- Remove: the trash icon on a row drops it from the list (the record itself is untouched).
Marking done
Tick a record’s checkbox to mark it worked. Done state is per-list. The same record can be done in one list and not another.Want membership to update itself from a rule instead of by hand? Use a smart list. Want it to roll on a schedule and skip who you’ve already worked? Use a cohort.