Database Page: List Assignments

List Assignments allow you to control when a list is visible in the mobile app and which users or teams can access it. Instead of assigning a list once, you can define one or more scheduled assignment windows so access changes over time based on dates and times you set.

To learn how lists are created before they are scheduled with List Assignments, see Database Page: Creating Lists.

Staffer and above roles can create, edit, and manage List Assignments.

Users with a role below Staffer cannot view or modify assignments and will only see lists when an active assignment window applies to them.

If a list has no List Assignments configured, it will not be visible in the mobile app to any user.

A list can have one or more assignment windows. Each assignment window defines:

• Who the list is assigned to (one or more users and/or teams)
• The start date and time when the list becomes visible
• An optional end date and time when visibility automatically expires

An assignment window with no end date remains active indefinitely once the start date and time are reached.

Multiple assignment windows can be added to the same list, allowing the same list to be visible to different users or teams at different times.

Assignment windows can overlap. If multiple assignment windows are active simultaneously, the list will be visible to all users and teams included in any active window.

When creating a list or editing an existing list:

2. Select a List and choose List Assignments.

3. To add an assignment window to a List, select New Assignment.

4. Choose one or more users and/or teams for this assignment.

5. Set the Start Date/time when the list should first be visible to those assignees.

6. Optionally set an End Date/time to make the list invisible after a specific period.

7. Save your changes.

You can create as many assignment windows as required on the same list to support phased access over time.

Each assignment window you create includes:

If no end date and time are set, the list will remain accessible to assigned users/teams after the start date until it is manually updated.

Assignment windows remain editable after they expire. To restore access to a list after an assignment ends, create a new assignment window with a future start date or adjust the existing one if appropriate.

All List Assignment start and end times follow the account time zone set in your workspace. The same timing applies to all users, regardless of their device or local time zone.

Lists are only visible in the web and mobile apps when:

Lists become available 15 minutes before the scheduled start time to allow for preparation, and remain available for 15 minutes after the scheduled end time for wrap-up.

If no assignment is active/in progress, the list is not visible to any user in the mobile app.

When a list assignment ends, access to the list is automatically removed.

If a list should be accessible again later, another assignment can be added with a different schedule and assignees.

Users do not need to take any action. Lists automatically appear and disappear based on the assignment schedule.

You can view all scheduled list assignments in a timeline (Gantt) view on the Planner page, under the List Assignments tab.

This provides a graphical overview of when lists are in progress (active), scheduled or complete (expired), and who they are assigned to at any given time.

Controlled territorial access
​Prepare lists in advance and schedule them in phased windows so users cannot access the territory before the approved time.

Weekend canvassing
​Schedule lists to appear only on specific days and times (for example, only Saturdays and Sundays between defined hours).

Seasonal renewals
​Schedule the same list to return at regular intervals, such as quarterly, for follow-ups without manual reassignment.

Compliance windows
​Ensure users only see and interact with list data during permitted time windows.