The Lists feature allows you to organise and manage content cards in a dedicated list for your purpose, separate from the broader Content Library. While the Content Library shows all content cards across a workspace, Lists enable you to work within a defined, purpose-driven set of cards – ideal for research analysis, reporting, or strategy work.
Key Capabilities
- Isolated content environment
Create a list from scratch and add only the cards you want to include. Unlike the Content Library, which displays all cards across all journey maps and lists in the workspace, Lists give you a clean slate—ideal for focused analysis or thematic work—while still drawing on shared workspace data.
- Flexible content creation
Build a list using existing content cards or create new cards directly within the list.
- Powerful sorting and structuring tools
Use Filter and Group by features to manage and explore content details. These changes are unique to the list and won’t affect the structure or visibility of the same cards elsewhere in the workspace.
- Visual hierarchy through nested groups
Organise your cards using drag-and-drop to create nested group structures. These groupings are list-specific but will appear as parent/child links in other parts of the platform, supporting broader content relationships and insight generation.
Use Cases
- Audience-Specific Content
Lists are ideal for tailoring information to a specific audience. You can assemble a curated set of cards—findings or recommendations—into a custom list that supports a proposal, workshop, or meeting, while maintaining traceability to the original sources in the workspace.
- Research Reports
After conducting interviews, surveys, or fieldwork, you can create a list specifically for insights. Cards can be grouped by theme, persona, or research phase using tags and the Group by feature, while still maintaining connections to the shared content across the workspace. This keeps the analytical structure focused and separate, while making insights reusable in journey maps or other lists.
- Business Capability Models
Use Lists to map out and structure business capabilities, grouping relevant insights, use cases, or requirements under capability headings. This allows you to create a detailed view of organisational capabilities while maintaining links to supporting data across the workspace.
- Strategy Development
When working on strategic planning, you can collect relevant insights, customer needs, and internal priorities into a single list. Using nested groups, you can map out high-level strategies, goals, and actions in a way that reflects strategic structure without altering the data's presentation elsewhere in the workspace.
Creating a List
- Go to the All Lists page where all your custom lists are listed.
- Click the New custom list button to create a new list.
- Input general information:
- List Title
- List Description
- List Colour
- You will land on an empty list. Click on the + Add button at the top right corner or within the list area.
- Use the dropdown arrow on the + Add button to select a specific card type (availability depends on your plan; see the Pricing page for details).
- As you type a card title, a search panel will appear showing existing cards that match your input.
- To reuse an existing card, select it using the
Up/ Down arrow keys and press Enter, or click the card. - To create a new card, hold
Command/Ctrland press Enter after typing the title, or click + Create in the search panel.
- To reuse an existing card, select it using the
- Use Filter and Group by features to structure the list according to your purpose.
- Use drag and drop to reorder cards and create nested groups.
Last updated:
Apr 7, 2025
Product version number:
1.0.9