# Build a Smart List

Categories and Keywords help you organize your data. Smart Lists put that data to work — they're saved filters that automatically show you exactly what you need, updated in real time.

### Create Your First Smart List

Let's build one that shows all your Contacts with the Category "Client."

1. Click **People** in the sidebar.
2. Click the **filter icon** to open the filter bar.
3. Set the filter to **Category is Client**.
4. You'll see your list update instantly with matching Contacts.
5. Click **Save as Smart List** and give it a name — like "All Clients."

<figure><img src="/files/wwR7a9cbWOUrDHQS835f" alt=""><figcaption></figcaption></figure>

Your Smart List now appears in the sidebar. It's always current — if you add a new Contact and set their Category to Prospect, they'll show up automatically. No searching, no remembering.

### Get Even More Specific

Smart Lists get powerful when you combine filters. For example:

* Opportunities where **Pipeline Stage is Proposal** and **Keyword contains High Priority** — shows your hottest deals.
* Tasks where **Due Date is overdue** and **Owner is me** — shows what you've fallen behind on.
* People where **Keyword contains VIP** and **Category is Client** — shows your most important relationships.

Add multiple filters by clicking the **+** icon in the filter bar. Each filter narrows the results further.

{% embed url="<https://youtu.be/PvyYLaW3Bjk?si=shzGRr4KWuGzb6F2>" %}

### Build Your Daily Routine

Think of Smart Lists as your go-to views for how you actually work. Instead of scrolling through every contact or task, you open the Smart List that answers the question at hand: *Who are my prospects? Which deals need attention today? What's overdue?*

Some people build a handful of Smart Lists and check them every morning. Others build dozens for different roles and workflows. Start with two or three that match the questions you ask most often, and add more as your needs grow.

**Learn more:** [Creating a Smart List](https://docs.daylite.app/help/trial-guide/smart-lists/creating-a-smart-list) — a deeper walkthrough with more examples and advanced filtering.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.daylite.app/help/getting-started/build-a-smart-list.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.