Workspace layout
List workspace
A list workspace is a table like view over one workspace table: columns, filters, sorting, tabs, and row actions. It is the default workspace type and the right choice whenever a team scans records and acts on exceptions.
Start with the work your team does
Queues, approvals, compliance review, directories, and any page where the question is 'what needs my attention right now?'
Choose how your team sees the work
The workspace creation screen offers List, Calendar, and Blank canvas. A workspace reads live account data. Its columns, filters, and sorting do not change the underlying table. Options can vary by account.
Example screen with fictional data. Available controls depend on your account and permissions.
- 1The team works a queue: open shifts, overdue tasks, expiring documents, pending approvals.
- 2Operators need to compare records side by side using a few key columns.
- 3The page needs saved exception tabs such as Late, Missing, or Needs Attention.
- 4Rows need quick actions: approve, assign, message, or update status.
Set up your workspace
- 1
Create a New List Workspace and select the workspace table it runs on.
- 2
Add only the columns needed to make the decision; hide the rest.
- 3
Create tabs for each recurring queue, exception tabs before all record tabs.
- 4
Add row and bulk actions where operators need speed.
- 5
Place the page in the right navigation section and scope it by access group.
Ideas to adapt
- Time Sheets
- Timesheets. Approve time with tabs for Needs Attention and Missing Clock Outs.
- Call Outs / No Shows
- Shifts. Attendance exceptions that need same day follow up.
- Employee Overview
- Users. The team directory with division and status tabs.
- Applicants
- Jobs. The recruiting pipeline grouped by stage.
Good practices
- 1Put exception tabs before all record tabs so risk is seen first.
- 2Name tabs after the queue, not the filter logic.
- 3Keep one job to be done per page; split pages rather than adding more tabs forever.
- 4Use saved filters instead of asking operators to rebuild them daily.