Lists

A list is how a finding turns into work. When Adea finds that 41 regulars have gone quiet, or that 12 payments failed, the list holds those people or payments, and your team works through it.

Make a list

Start from any answer or insight and choose Make a list. Adea builds the list from the same query, so it holds exactly the rows behind the number.

Work through it

• An owner on every row. Give a row to a colleague, or take it yourself.
• A status on every row. Mark it open, in progress or done, so everyone can see how far the work has come.

Standing lists

A standing list keeps itself up to date. If your list is “members who haven’t trained in three weeks”, it adds new rows as people qualify and takes off rows that no longer fit. Standing lists are part of the Start plan and above.

Sharing and exporting

Anything that leaves Adea is checked first. Guardian watches exports of personal data, and on the Business plan an administrator can be asked to approve them.