Saved Property Filters and Lists

Two ways to save work

Use a saved filter to reuse the criteria that define a property search. Use a list to keep a set of selected property records together for later work. Both appear in the sidebar on the Properties page, but they answer different questions:

• A saved filter answers “which properties match these rules?”
• A list answers “which records did we choose?”

Save a filter

1. Open Properties and set your criteria

   Choose Apply filters, configure the filters you need, and apply them to the result list.

2. Save the filter

   Use the filter-saving control to name the search. Choose the offered scope carefully: an individual filter is for your own reuse, while a team filter is available to teammates.

3. Reuse it from the sidebar

   Select the saved filter in the Properties sidebar whenever you want to return to the same search.

Create a list from selected properties

1. Select records in the filtered result

   Select individual properties or use the selection menu to choose an available result-set scope.

2. Choose Add to list

   Select Add to list from the bulk action bar, then create a new list or choose an existing one.

3. Open the list later

   Select the list from the sidebar to return to that set of records.

Related guides

• How Property Filters Work
• How Do I Add Properties to a List?
• How Do I Save a Filter?