General•2 min read

Record List Management

name: "Record List Management" slug: "record-list-management" category: "01_Getting_Started" section: "Core Concepts" version: "1.0.0" sort_order: 1 description: "Get started with Record List Management in under 5 minutes. Learn how to navigate your workspace and manage features." seo_title: "Record List Management | Valstorm Docs" seo_description: "Get started with Record List Management in under 5 minutes. Learn how to navigate your workspace and manage features." is_published: true is_public: true icon: "Rocket" published_date: "2026-09-16T14:03:35.327Z" modified_date: "2026-09-16T14:03:35.327Z" guide_id: "gui_mtjfcvfq9HhJvLKO"

Record List Management

Step-by-Step Guide

1. Manage your Database

Let's explore the records section. This is where you can work with structured data for all kinds of purposes like CRM, Project Management, and more.

Click "Next" to get started

Step 1: Manage your Database

2. Click Add Object List...

Step 2: Click Add Object List...

Interactive Target: #left-nav-records-add-list-header-btn

3. Picking Objects

You can search by scrolling or typing to add objects to track.

Click "Next" to Proceed

Step 3: Picking Objects

Interactive Target: #left-nav-records-add-list-popover

4. Click Ai Agent

Step 4: Click Ai Agent

Interactive Target: #left-nav-records-add-schema-2

5. View Ai Agent Records

Step 5: View Ai Agent Records

Interactive Target: #row-record-tree-category-1

6. Switching Views

You can view data in different ways like simple lists, as a table (spreadsheet), on a kanban, calendar, or even the raw JSON.

Step 6: Switching Views

Interactive Target: #workspace-pane-1-view-mode-switcher

7. Click Filters

Step 7: Click Filters

Interactive Target: #workspace-pane-1-list-filter-trigger-btn

8. Filtering Your Data

Filters allow you to change what data you see.

Click "Next" to Proceed

Step 8: Filtering Your Data

Interactive Target: #workspace-pane-1-list-filter-popover

9. Click Create New List Filter

Click on Create New List Filter to proceed.

Step 9: Click Create New List Filter

Interactive Target: #workspace-pane-1-list-filter-add-button

10. Editting Filters

You can modify what data will be returned and much more.

The Chief of Staff can build these for you. For more details, check out the "Building Filters" guide.

Step 10: Editting Filters

Interactive Target: #right-utility-panel-list-view-settings-utility-container

🧭 Interactive Walkthrough: Click ▶ Launch Interactive Guide: Record List Management to start this hands-on tour directly in Valstorm.