A worklist is a searchable, pageable, sortable, and customizable set of records displayed using rows and columns.

Each row of a worklist is a matching record, and each column is a particular field from that record. The displayed columns can be customized for each worklist based on your needs.

By saving a worklist, you'll always have an up-to-date view of matching records without wasting any time searching.

For instance, a worklist can display new customer messages that need a response, client organizations in a specific industry, tasks that are overdue, etc.

• Search
• Columns
  • Sparkline columns
  • Distribution bar columns
• Sorting
• Peek
• Pagination
• Subtotals
• Bulk Update
• Import/Export
• Explore Mode

Search

The most useful feature of worklists is their ability to pull out interesting sets of records from your data using search queries.

For instance, you can build a worklist of email messages sent by organizations in the health care industry who have an enterprise SLA and also have at least one female contact whose name starts with the letter 'M'.

A worklist remembers its query per worker, so the filter you leave on it is the filter you come back to – across sessions, and including on a page you reached from a link that carried a query. If a worklist shows fewer records than you expect, check for a filter chip above it, and check that the quick search box is empty: a query typed but not applied still sits there waiting.

Columns

Click the gear icon on a worklist to choose which columns are visible.

This is a searchable menu of available fields, segmented by custom fieldset, with icons hinting at each field's data type. Selecting a field dims it in the menu but leaves it in place, and the selected fields reorder in a single sortable column.

Start typing to filter. Filtering flattens the fieldset groups into a single list of matching fields, so the groups reappear when the filter is cleared.

Sparkline columns

Several record types offer a sparklines column – a mini-chart of recent activity per row, with a 2h/1d/30d range toggle in the column header.

These load asynchronously, per page, and only when the column is actually visible, so they cost nothing on worklists where you haven't enabled them.

The Metric 'Dataset' column adapts to counters versus gauges, so each metric is charted the way it's meant to be read.

Because these are backed by metrics, each one also brings a matching quick search filter. See parameterized metrics filters.

Distribution bar columns

A distribution bar column shows how a row's related records are split between states as a single horizontal stacked bar – for instance, a task project worklist can show its tasks divided between done, stashed, todo, and in-progress.

Sorting

In conjunction with filtering, sorting highlights the records of most interest by ordering a worklist by a particular field.

For example, you may be interested in the oldest messages in a list, or the opportunities with the highest potential value.

You can click on the column label to toggle sorting between ascending and descending order.

Peek

When records are displayed in a worklist, you can hover over any row and click the peek icon to open its card without leaving the list.

Pagination

When a worklist has many results, it's automatically divided into smaller chunks called pages.

You can navigate through the pages using Next and Prev links, or quickly jump to the first or last page.

Subtotals

Another useful feature in Cerb is the ability to subtotal worklists by grouping records with similar values for a given field.

Perhaps you want to subtotal organizations by country, email conversations by group, tasks by owner, etc.

Once you've subtotaled a list, you can click on a particular category to automatically add a new filter to the worklist.

Bulk Update

You can perform actions on an entire worklist, on selected records, or on a random sample of matching records of any size.

For instance, when looking at a long list of indistinguishable leads that need a followup, you can bulk assign a random set of 25 records to yourself.

You can also use random samples to run A/B tests.

Bulk updates run as parallel background queue jobs rather than blocking the browser. When an update starts, the queue job progress monitor popup opens. If you close your browser or navigate away, the job continues in the background and you'll receive a notification when it completes.

Bulk commenting is also available from the Bulk Update popup on every record type that supports comments (tickets, tasks, organizations, opportunities, time tracking, domains, servers, calls).

The popup can also be extended with actions of your own. An automation on the record.bulkUpdate trigger runs for each batch of selected records, and can prompt for whatever it needs before the job starts.

Import/Export

Once you have a worklist filtered the way you want it, you can export data in CSV (comma-separated), JSON, JSONL, or XML formats. You also aren't limited to the fields displayed by the worklist; you can choose any fields, including those from related records.

Similarly, you can also import records on most worklists in CSV or JSONL format. You'll be given the opportunity to map columns in your import file to record fields.

Worklist imports and exports run as parallel background queue jobs rather than blocking the request. On completion, exported chunks are sorted and saved as a single file attachment linked to the job – workers can close their browser and the export will continue in the background. They will receive a notification when the file is ready.

Explore Mode

When you need to view the profile page of each matching record in sequence, click the explore button below a worklist. This will create a consistent snapshot of the worklist at the current point-in-time and allow you to navigate through it. You can even send an explore set to another worker using its permalink.

You can use the [ and ] keyboard shortcuts to navigate backward and forward through the list, respectively.