Lists are static groups of people. They're typically created for specific purposes and don't automatically update, except when people that submit a signup form are added to the associated population's dedicated list.
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 "2024 Conference Attendees" or "Research Program Panel" or as specific as an in-app intercept for users within their first 90 days.
To view lists, navigate to People > select a Population > select the Lists tab. Select the name of any list to explore the people within.
Create Lists
🚨 Creating and managing Lists requires the "Create and modify population lists" permission. This includes the Rally default roles Admin, Ops Manager, or Researcher.
Navigate to People > select a Population to open > select the Lists tab at the top of the table. Select + New.
Enter a Name and Description for your team to identify it easily.
Select Save changes to apply and be rerouted to the new list to add people.
Within the list, select the + Add People button in the top corner.
Select Add from existing to select existing people from the population.
Select Add manually to input new people and their properties one by one.
Add People to Lists
From various places across Rally, you can add participants into an existing list from within a population, people table, study, or form - individually or in bulk.
Add in bulk:
Select checkboxes next to 1+ participants in order to see and select the Add to... button at the top of the table and select Add to list.
Add an individual:
Select the 3 dots ... next to a person's name to select Add to... and select Add to list.
Select a list from the dropdown and confirm with Add to list to complete.
Remove People from Lists
Navigate to People > select a Population > select the Lists tab.
Select a list's name to open it.
Remove an individual:
Select checkboxes next to 1+ participants in order to see and select the More actions button at the top of the table and select Remove from list. Select Remove # people from list to confirm.
Remove in bulk:
Select the 3 dots ... next to a person's name to select Remove from list and select Remove person 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 will remain within the form.
Filter and Search by List
Lists can be used to filter and search for participants, such as to:
Add to a study using the "add from existing" participants action
Add to another population
Search participants within a study
Select the Filters button > + Add Filter or + Add Filter Group > search and select Lists > select from available lists to include or exclude from your results.
Edit Lists
Change the name and description for a list.
Navigate to People > select a Population > select the Lists tab.
Select the 3 dots ... next to a list > Edit.
Already viewing the list? Select the Edit button in the top right.
Select Save changes to apply after making any desired changes.
Admins can view and manage all workspace Lists from People > Database.