Lists are static groups of people within a population. They're typically created for specific purposes and don't automatically update, except when people who submit a signup form are added to the form's dedicated list. If you want a group that updates automatically based on filters, use a view instead.

Use lists to:

• Organize and manage participants to prepare for research

• Improve speed and quality of specific study recruitment

• View and manage participants recruited with signup forms

List examples may include "2026 Conference Attendees" or "Research Program Panel" or as specific as an in-app intercept for users within their first 90 days.

Navigate to People and open a population, then select the Lists dropdown above the people table. Select the name of any list to explore the people within.

Create and add people to lists

Create a new list

1. Navigate to People and open a population.

2. Select the Lists dropdown, then select + Create list at the bottom of the dropdown.

3. Enter a Name and Description to help your team easily identify the people that will be included in the list.

4. Select Create. You'll be taken to the new list so you can start adding people.

Add people to lists

Open a list and select Add People in the top right corner, then choose one of the following options:

• Find people in Rally: Add people who already exist in your Rally workspace to your list, including people in other populations, lists, and views. Use filters to refine your search with any custom properties or Rally properties, or use the search box to quickly search by name or email.

• Create new person: Add a brand new person record to Rally and your list by entering their details manually. You'll need at least one of: first name, last name, email, or phone number.

• Import from CSV: Quickly add many new people and their property data to your list via CSV import.

Edit or delete lists

1. Navigate to People, open a population, and select the Lists dropdown.

2. Select the three dots (...) next to the list, then select one of the following:

   • Edit: Change the name and description.

   • Delete: Permanently delete the list. You'll be asked to confirm.

You can also manage lists from the Lists section of the population's Overview page.

Remove people from lists

1. Navigate to People, open a population, and select the Lists dropdown.

2. Select a list's name to open it.

Individually

Select the three dots (...) next to a person, then select Remove from list. To confirm, select Remove person from list.

In bulk

Select the checkbox next to each person you want to remove, then select More actions at the top of the table. Select Remove from list, then select Remove # people from list to confirm.

Removing people from lists does not remove them from the population. If they were added to a list from a signup form, they remain associated with the form.

Filter and search by list

Lists can be used to filter and search for people, such as to:

• Add people to a study using Add Participants > + Add from existing

• Add people to another population

• Search participants within a study

• Build governance rules that include or exclude list members [FLAG: add link to the governance rules article]

Select Filters > + Add Filter or + Add Filter Group, search for and select Lists, then choose the lists to include or exclude. You can also filter for people who are or aren't in any list.

FAQs

Who can see a list?

Lists are available to anyone who has access to the population they belong to. Lists created by a signup form are also shared with the form's team.