> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arya.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Lesson 4 — Lists, views and filters

> Create your first dynamic list, save a view and share it with your team.

<Note>
  **Lesson 4 of 10** · \~5 minutes · Prerequisite: [Lesson 3 — Attributes](/en/arya-101/lesson-3-attributes)
</Note>

## What you'll learn

* The difference between **static list** and **dynamic list**
* How to save a **view** with filters and sorting
* How to share views with your team

## List, view, filter

Three separate but related concepts:

| Concept    | What it does                                                                          |
| ---------- | ------------------------------------------------------------------------------------- |
| **List**   | A set of records from the same object, with a name                                    |
| **View**   | A way of displaying records (table, Kanban, calendar, Gantt) with filters and sorting |
| **Filter** | A condition (`value > 10000`, `status = Prospect`) applied to records or lists        |

A list can have multiple views. A view is always filtered by specific criteria.

## Static vs dynamic list

**Static list** — You choose which records to include. Useful for:

* Email campaigns to hand-picked contacts
* Top customers to follow manually
* Onboarding cohorts

**Dynamic list** — Arya automatically includes every record matching a filter. The list stays live. Useful for:

* `Deals > €50k open`
* `New companies this month`
* `Overdue unpaid invoices`

## Create a dynamic list

<Steps>
  <Step title="Open Lists">
    Click **Lists** in the sidebar. Existing lists are grouped by object.

    <Frame>
      <img src="https://mintcdn.com/agevole/BUuJGD62nuns4mJL/images/arya-101/lesson-04/en/lists-gallery.svg?fit=max&auto=format&n=BUuJGD62nuns4mJL&q=85&s=bb6ced9c04fa286a8323df2ea96980fb" alt="Lists gallery grouped by object type" width="1200" height="720" data-path="images/arya-101/lesson-04/en/lists-gallery.svg" />
    </Frame>
  </Step>

  <Step title="New list">
    Click **+ New list**. Pick an object (e.g. `Deal`) and a name (e.g. `Hot deals Q2`).
  </Step>

  <Step title="Set dynamic filters">
    Select **Dynamic**. Add conditions:

    * `Stage = Negotiation`
    * `Value > 20000`
    * `Owner = me`

    Arya previews the matching records immediately.
  </Step>

  <Step title="Customise columns">
    Choose which attributes appear as columns: name, company, value, stage, close date. Drag to reorder.
  </Step>

  <Step title="Save">
    The list is available under **Lists** and can be pinned to the sidebar.
  </Step>
</Steps>

## Save a custom view

Besides lists, you can save views inside each module. CRM example:

<Steps>
  <Step title="Open CRM and filter">
    Go to **CRM → Deals**. Apply filters (e.g. close date this week, owner = me).
  </Step>

  <Step title="Switch visualisation">
    Switch between **Kanban / Table / Calendar** from the top selector.
  </Step>

  <Step title="Save view">
    Click **Save view** and name it (e.g. `My weekly closes`).

    <Frame>
      <img src="https://mintcdn.com/agevole/BUuJGD62nuns4mJL/images/arya-101/lesson-04/en/save-view.svg?fit=max&auto=format&n=BUuJGD62nuns4mJL&q=85&s=9da106606fdee2555617482d018eaea3" alt="Save view dialog with name and share option" width="1200" height="720" data-path="images/arya-101/lesson-04/en/save-view.svg" />
    </Frame>
  </Step>

  <Step title="Share with team">
    A view can be **private**, **team** or **public in workspace**. Shared views stay in sync for everyone.
  </Step>
</Steps>

## Spreadsheet view

Arya's table view is **inline-editable**: click a cell to modify without opening the record. Excel-like shortcuts:

* `Tab` / `Shift+Tab`: next / previous cell
* `Enter`: commit and move down
* `Ctrl+C` / `Ctrl+V`: copy / paste
* `Shift+click`: range select for bulk edits

## Verify

<Check>You know the difference between static and dynamic lists</Check>
<Check>You created a dynamic list with filters</Check>
<Check>You saved a view and know how to share it</Check>

## Next lesson

<Card title="Lesson 5 — CRM and sales pipeline" icon="arrow-right" href="/en/arya-101/lesson-5-crm-and-deals">
  Create a deal, drag it through the Kanban pipeline, close your first sale.
</Card>