---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create a custom list in My lists

# Create a custom list in My lists {#ariaid-title1}

Release version: Australia  
Updated August 25, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
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 WorkspacesCollaborative 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.  
5. Create a version of an existing list or define a new list.

   | Goal | Action |
   | Create a version of an existing list | 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. {#create-a-list-in-cwm__ol_wn1_4m3_jkc} |
   | Define a new list | 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. {#create-a-list-in-cwm__ol_xn1_4m3_jkc} |
   |-|-|

   {#create-a-list-in-cwm__choicetable_vn1_4m3_jkc}
6. Select Create.
{#create-a-list-in-cwm__steps_un1_4m3_jkc}

## 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://servicenow-prod.fluidtopics.net/xFVQC~atv6DYYYmhgIsoWA "Use CWM Lists to add a record to the source table of a predefined or custom list, without leaving the CWM workspace.")
* 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://servicenow-prod.fluidtopics.net/VVW95smiFKfUzzsTrUHdSg "Edit a record in a default or custom list without leaving the list view 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](https://servicenow-prod.fluidtopics.net/3wrIUKLzbZW~0nvfJL0IDw "Export the records in a default or custom list in Collaborative Work Management to Excel, CSV, JSON, or PDF, either as a direct download or delivered by email.").

*[\>]: and then