---
title: "General Lists"
slug: "general-lists"
updated: 2025-06-16T20:17:14Z
published: 2025-06-16T20:17:14Z
canonical: "docs.team-tracks.com/general-lists"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.team-tracks.com/llms.txt
> Use this file to discover all available pages before exploring further.

# General Lists

### Introduction

**General Lists** are consolidated views built using **General Fields**, designed to bring together data from **multiple Tracks** into a single, unified list. While they function similarly to regular lists in TeamTracks, their key distinction lies in their scope as **they go beyond individual Tracks**.

Displayed at the top of the list section in the Agent Interface, General Lists provide agents with a centralized place to view cross-track data like a common dashboard where information from different Tracks comes together using mapped General Fields.

### Create a General List

To create and configure a **General List** in TeamTracks, follow the steps below:

#### Navigate to General Fields

- Go to the **Admin Interface**.
- Open **General Configuration → General Lists**.
- Click **Create New** to start creating a new general list.
- **Name and Description**: Provide a unique name and a brief description for the list.

![](https://cdn.document360.io/31abc2bc-21c1-457d-a88c-27afd2eed7d6/Images/Documentation/image(284).png)

#### Adding Hyperlinks to Views

- When the list displays objects from multiple tracks and you want users to click and view specific objects:
  - Click the **+ icon** near the Tracks section.
  - Select the **Track** and the desired **Default Display View** from the dropdown.
  - You can link multiple views from different tracks. If a display view is configured, the object will be hyperlinked and open in the specified view.

![](https://cdn.document360.io/31abc2bc-21c1-457d-a88c-27afd2eed7d6/Images/Documentation/image(287).png)

#### Sorting

- **Default Sorting By**: Choose the field by which the list should be sorted by default.
- Set the sort order to either **Ascending** or **Descending**.

#### List Fields

- Click the **+ icon** next to the Columns section.
- In the **Header Name** textbox, enter the name to be displayed as the column header.
- Select the appropriate **General Field** from the dropdown to be displayed in the list.

![](https://cdn.document360.io/31abc2bc-21c1-457d-a88c-27afd2eed7d6/Images/Documentation/image(288).png)

> [!TIP]
> Add Track Name to the General List
> 
> In a General List, you can include the **Track Name** to identify where each data row originates from. To do this, select the option “**track** from Shared Field dropdown.

#### Filters

- To refine the data shown in the list:
  - Click the **+ icon** next to the Filters section.
  - Choose from the available predefined [general filters](/v1/docs/general-filters).
  - If adding multiple filters, you can combine them using **AND** or **OR** operators.

**History Tab**

All configuration changes are recorded in the **History tab** with detailed logs and timestamps for tracking.

### **General Lists on the Agent Portal**

General Lists are accessible to agents through the **left navigation pane** on the Agent Portal. These lists appear **at the top**, above all other available Track-specific lists, providing a consolidated view of data from multiple Tracks.

![](https://cdn.document360.io/31abc2bc-21c1-457d-a88c-27afd2eed7d6/Images/Documentation/image(286).png)

#### **Access Requirements**

To view a General List, the agent must be assigned an agent role that has been granted permission to access it. This can be configured by:

1. Navigating to **Agent Roles** in the Admin Portal.
2. Opening the relevant role and going to the **Track Permissions** tab.
3. In the **Permissible General Lists** section, add the lists the role should have access to.

[Click here to learn more about Agent Roles and permissions.](/v1/docs/agent-roles)

### General Lists on Client Portal

General Lists are also available for **Client Users** and can be presented as part of the [**Client Portal pages**](/v1/docs/pages). Similar to Agent Roles, ensure that the [**Client Roles**](/v1/docs/client-roles-1) assigned to users include permissions for the General Lists they should see. Otherwise it gives you an unauthorized request error.