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📋 Working with List Entries

In this article, you will learn how to work with existing lists in ValueStreamer as a user – viewing, adding, editing, and managing entries. Lists are created by the System Administrator and provided to your team by a Team Administrator.

🔍 Contents

✅ Requirements

  • 🔐 Permissions: As a team member, you automatically have read and write rights in the team boards of your team.

ℹ️ Note: You work with existing lists. Creating and configuring lists is reserved for System Administrators – see 📐 Creating and managing list templates.

📖 Viewing list entries and opening details

  1. Open the desired list in the team board.
  2. Click on an entry to open the detail view with all fields.

📸 Screenshot: Detail view of a list entry

ℹ️ Note: In the detail view, alongside the column values, you also see the description field as well as linked deviations or measures, if available.

➕ Adding new list entries

  1. Click the "+" icon at the top right.
  2. Fill in the fields according to the columns defined by the administrator.
    • Mandatory fields are indicated by red field labels.
    • Depending on the template, different field types are available (e.g. free text, dropdown, date, checkbox, priority, responsible person).
  3. Optional: Use the description field for detailed free-text content – including formatting, images, and tables.
  4. Save the entry.

📸 Screenshot:  New entry with mandatory fields marked in red  

ℹ️ Note: Which fields and field types are available is defined by the list template.

⚠️ Caution: Images and tables in the description field are not included in the CSV/Excel export. For details: 📤 Who can export lists?

✏️ Editing list entries

  1. Open the list and select the entry you want to edit.
  2. Make your changes.
  3. Save the entry.

🔀 Editing multiple entries at once

With the List Editor 2.0, you can select multiple entries at once and process them in a single step.

  1. Activate the checkboxes of the desired entries – or select all via the header checkbox.
  2. Using the action bar that appears, you can edit the selection collectively or archive them as done via "Complete".

✨ Tip: Ideal for post-meeting follow-up – complete several finished items in a single step.

👉 Details: 📋 Closing list entries

🔎 Filtering, sorting, and saving views

Sorting, filters, and column display can be adjusted directly in the list view and saved permanently as a view.

👉 Details: 📋 Filtering and Sorting in Lists

✅ Completing and deleting entries

  • Complete: Finished entries are archived as "done" – individually or via multi-select.
  • Delete: Deletion is possible provided you have write rights in the team board.

👉 Details on completing: 📋 Closing list entries

✨ Tips & Best Practices

  • ✅ Ensure data quality: Make sure entries are complete and correct.
  • ✅ Use consistent terminology: This makes searching and filtering easier.
  • ✅ Use the description field deliberately: For context that goes beyond the plain column values.
  • ✅ Maintain lists regularly: Complete finished entries to keep the view clear.

❓ FAQ

How do I recognize whether a field is mandatory? → Mandatory fields are indicated by a red label. Without filling them in, the entry cannot be saved.

Can I edit multiple entries at once? → Yes. Using the checkboxes in the list view (List Editor 2.0), you can select multiple entries and edit or complete them collectively.

Can I delete existing entries? → Yes, provided you have write rights in the team board.

Are images from the description field exported? → No. Images and tables within the description field are not included in the export.

What is the difference between tenant-specific lists and core lists? → Tenant-specific lists are created and designed individually by the System Administrator. → Core lists (e.g. Feedback, Go & See, ReKo Attendance, Top Topics, Weekly Topics) are predefined by the system and cannot be modified.