Create a custom list in My lists

task brazil Updated Sep 10, 2026 2 min read create-a-list-in-cwm.md

Create a custom list of records from any table in your ServiceNow AI Platform instance to access a saved, filtered view of records from the Lists panel in Collaborative Work Management (CWM).

Before you begin

Role required: sn_cwm.cwm_user

Procedure

Navigate to Workspaces > Collaborative Work Management.
Select Lists under from the Quick access section of the navigation panel.
Select the My lists tab.
Select Create new list.

[Omitted image "cwm-create-new-list.png"] Alt text: Create new list option under My lists.
Create a version of an existing list or define a new list.

Goal	Action
Create a version of an existing list	Select a list from the list. Edit the name of the list. Select the columns to display in the list. Add filter conditions that determine which records appear in the list.
Define a new list	Enter a name for the list. Select the source table for the list. Select any table available in your instance, such as the Incident [incident] table. Columns are selected based on the source table. Add or remove the columns to display in the list. Add filter conditions that determine which records appear in the list.

Goal

Action

Create a version of an existing list

Select a list from the list.
Edit the name of the list.
Select the columns to display in the list.
Add filter conditions that determine which records appear in the list.

Define a new list

Enter a name for the list.
Select the source table for the list.

Select any table available in your instance, such as the Incident [incident] table.

Columns are selected based on the source table.

Add or remove the columns to display in the list.
Add filter conditions that determine which records appear in the list.

6. Select **Create**.

Result

The list appears under the My lists tab for quick access. You can return to this list at any time without reapplying the columns or conditions.

What to do next

After creating a custom list, you can:

Add a record to the custom list. The record is added to the source table directly from the list view. For more information, see Add a record to a list
Edit a record from the custom list to update record details without leaving the list view. For more information, see Edit a record from a list in CWM.
Export a list to download or share the list records in Excel, CSV, JSON, or PDF format. For more information, see Export a list in CWM.

Parent Topic:Manage lists in Collaborative Work Management

Keywords create listMy listsCollaborative Work Management

93 lines · 3.6 KB Wrap lines

---
title: Create a custom list in My lists
description: Create a custom list of records from any table in your ServiceNow AI Platform instance to access a saved, filtered view of records from the Lists panel in Collaborative Work Management \(CWM\).
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/it-business-management/collaborative-work-management/create-a-list-in-cwm.html
release: brazil
product: Collaborative Work Management
classification: collaborative-work-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
keywords: [create list, My lists, Collaborative Work Management]
breadcrumb: [Manage lists in CWM, Use, Collaborative Work Management, Strategic Portfolio Management]
---

# Create a custom list in My lists

Create a custom list of records from any table in your ServiceNow AI Platform instance to access a saved, filtered view of records from the Lists panel in Collaborative Work Management \(CWM\).

## Before you begin

Role required: sn\_cwm.cwm\_user

## Procedure

1.  Navigate to **Workspaces** &gt; **Collaborative Work Management**.

2.  Select **Lists** under from the Quick access section of the navigation panel.

3.  Select the **My lists** tab.

4.  Select **Create new list**.

    \[Omitted image "cwm-create-new-list.png"\] Alt text: Create new list option under My lists.

5.  Create a version of an existing list or define a new list.

<table id="choicetable_vn1_4m3_jkc"><thead><tr><th align="left" id="d343308e130">

Goal

</th><th align="left" id="d343308e133">

Action

</th></tr></thead><tbody><tr><td id="d343308e139">

**Create a version of an existing list**

</td><td>

1.  Select a list from the list.
2.  Edit the name of the list.
3.  Select the columns to display in the list.
4.  Add filter conditions that determine which records appear in the list.


</td></tr><tr><td id="d343308e163">

**Define a new list**

</td><td>

1.  Enter a name for the list.
2.  Select the source table for the list.

Select any table available in your instance, such as the Incident \[incident\] table.

Columns are selected based on the source table.

3.  Add or remove the columns to display in the list.
4.  Add filter conditions that determine which records appear in the list.


</td></tr></tbody>
</table>6.  Select **Create**.


## Result

The list appears under the **My lists** tab for quick access. You can return to this list at any time without reapplying the columns or conditions.

## What to do next

After creating a custom list, you can:

-   Add a record to the custom list. The record is added to the source table directly from the list view. For more information, see [Add a record to a list](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/collaborative-work-management/add-a-record-to-a-list-in-cwm.md)
-   Edit a record from the custom list to update record details without leaving the list view. For more information, see [Edit a record from a list in CWM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/collaborative-work-management/edit-a-record-from-a-list-in-cwm.md).
-   Export a list to download or share the list records in Excel, CSV, JSON, or PDF format. For more information, see [Export a list in CWM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/collaborative-work-management/export-a-list-in-cwm.md).

**Parent Topic:**[Manage lists in Collaborative Work Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/collaborative-work-management/cwm-lists.md)