Projects and list management

Rename, duplicate, delete and group your lists — all from the Home page (where your lists live) or the project/list tree in the Lists view, opened from its own rail icon. Lists and projects belong to the active workspace and are shared with all its members: every member can open, edit and rename a list, while duplicating, deleting and moving lists into projects is for the workspace's owners and admins (see "Workspace roles and permissions").

Rename a list#

Open the list and click the Set up icon (the two sliders next to the list's name): the Overview starts with List name and Description — change them and click Save. The quick way: click the list's name at the top of the screen — it turns into a text field; press Enter or click the checkmark to save, or the ✕ to cancel. There's no rename option in the list's ⋯ menu; both ways are inside the open list.

Duplicate a list#

On Home or in the Lists view's tree, open a list's ⋯ menu and choose Duplicate. This makes a full, independent copy — including any enrichment data and tags already on the rows — at no credit cost. Only owners and admins of the workspace see Duplicate. The copy gets the same name with a number added, for example "Leads (2)", lands in the same workspace (so every member sees it) and is not in any project; a toast confirms it as "List duplicated as '...'". Duplicating is blocked if it would push the workspace owner over their plan's record limit — see "Record limit".

Delete a list#

If you are an owner or admin of the workspace, choose Delete list from the same ⋯ menu and confirm with Yes, delete. The list is deleted for every member of the workspace. This is permanent — see "Deleting lists, contacts, and your account" for exactly what happens and what else you can delete.

Projects: grouping your lists#

A Project is a folder for related lists — for example everything for one campaign or client (see "Navigation and glossary" for the short definition). Create one with + New next to Projects on Home, or with the + next to Projects in the Lists panel/tree — either opens straight into an editable name field. The tree is the same one shown with no list open and, once opened with Show list tree, next to an open list, so you can create, rename and delete projects without leaving the list you're working in. Grouping lists in a project doesn't merge their data, change ownership or affect the record limit — each list still behaves on its own. Any signed-in workspace member can create, rename or delete a project; projects belong to the workspace, so every member sees the same ones.

Move a list into a project by dragging its card onto the project's card on Home, dragging it onto the project folder in the Lists panel/tree, or from the list's ⋯ menu on Home via Move to project (for owners and admins of the workspace; the option appears once there is at least one project — dragging a list also needs that permission). A list can only be in one project at a time, so moving it into a new project takes it out of the old one. To take a list out of its project, drag it onto Your Lists in the tree, or use Move to project → Remove from project on Home; a failed drag shows "Could not move the list." A project can be renamed from its own ⋯ menu → Rename, in either location. Deleting a project (its own ⋯ menu → Delete project) keeps its lists exactly as they are — just unassigned, moved back to Your Lists: on Home this happens immediately with no confirmation, while the Lists panel/tree asks you to confirm first and names the project.

Moving a list to another workspace#

There is no move between workspaces. To take a list's data into another workspace, export it (for example as CSV or Excel) from the list's ⋯ menu, switch to the other workspace and import the file there as a new list (a file import, which costs credits). Delete the original afterwards if you no longer need it.

Related topics: navigation-and-glossary · record-limit · delete-account-and-data · roles-and-permissions · switch-and-create-workspaces.

FAQ#

How do I rename, duplicate or delete a list?#

To rename a list, open it and either click its name at the top — it becomes editable; press Enter or the checkmark to save — or open Set up (the two sliders next to the name), where the Overview has List name and Description (every workspace member can rename). Owners and admins of the workspace also see Duplicate in the "..." menu on the list's card on Home or in the Lists view's tree, for a free, independent copy including its enrichment data, and Delete list to delete it permanently for everyone. See "Deleting lists, contacts, and your account" for the full flow.

Why can't I duplicate, delete or move a list?#

Duplicate, Delete list and Move to project are only shown to owners and admins of the workspace; members can open, edit, enrich and rename lists but not restructure them. Ask an owner or admin to do it, or to make you an admin. See "Workspace roles and permissions" for the full overview.

How do I create a project and add lists to it?#

Click "+ New" next to Projects on Home, or the "+" next to Projects in the Lists panel/tree (also available next to an open list, once shown) — either way opens an editable name field. Add a list by dragging its card onto the project's card or folder, or by opening the list's "..." menu on Home and choosing Move to project.

Can I create, rename or delete a project while I'm inside a list?#

Yes — open the Lists panel with "Show list tree" (or ⌘⇧L) next to your open list; its "+" next to Projects, and each project's own "..." menu, work the same as on Home. Any signed-in workspace member can manage projects this way, not just owners and admins.

Can a list be in more than one project?#

No — a list belongs to at most one project at a time. Moving it into a different project automatically takes it out of the one it was in.

How do I take a list out of a project without deleting it?#

Open the list's "..." menu on Home, go to Move to project, and choose Remove from project — or drag it onto "Your Lists" in the Lists view's tree. The list itself is untouched — it just moves back to your unfiled lists.

What happens to my lists if I delete a project?#

Nothing happens to the lists themselves — deleting a project (from its own "..." menu → Delete project) only removes the folder; its lists stay exactly as they were, just moved back to "Your Lists". On Home this happens immediately with no confirmation; in the Lists panel/tree it asks you to confirm first.