We'll walk you through the basic steps to create and activate checklists in the Jolt web app. From building list templates to assigning roles to setting up notifications, this guide will help you get up and running with Jolt’s checklist tools, ensuring your team stays organized and efficient from day one.

List templates are created in the Jolt web app, then synced to the Jolt mobile app. While you can create one-off lists, the majority of lists are built as templates to schedule as part of a daily or weekly operation.

To create a list, log in to the Jolt web app and navigate to the menu. Select lists > edit lists.

On the next screen, you will see a folder for each location in your Jolt account as well as a folder for your content group, which is where you can add lists. As a reminder, you can switch between content group mode and location mode in the top right corner of the Jolt web app.
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Select the blue plus sign on the bottom right of the screen. You’ll be prompted to enter a name for your list template. Click confirm to continue.

Click add item to get started. This will open the item type menu.

Item types help users complete a task, and can vary from simply checking a box to capturing a photo or scanning a QR code.

All item types are completed by an employee signed into the Jolt mobile app, and completed items record when a task is completed and by whom.

After selecting an item type, you'll see that item added to the left side menu and the options for the list item on the right. Start by filling out the prompt text for the item (the more detail the better). Be specific to give your employees a clear guide on how to complete assigned tasks.

Below the prompt text is a variety of options that will vary based on the item type:

Selecting the bulk import option allows you to bulk copy and paste item prompts such as a spreadsheet, document, or PDF. Your checklist items go into the prompt column and you select which item type you want to use in the item type column.

When bulk importing, you must also choose if you’ll utilize the points feature on your items. If you aren’t ready to use points at this time, you can put 0 in the points column.

Once your list is created, you are ready to activate the list by assigning the list to the correct roles, creating a list schedule for completion, or creating notifications based on list results. All this and more are found on the settings tab at the top of the page.
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Here you will find all available options for submitting a list, whether or not you want the list to be scored, as well as who’s completing the list and when it's due.

The majority of checklists are best utilized on an operation schedule that matches the flow our your business. You can choose when the list appears, when it is due, and when it expires. This can be customized for the time of day, days of the week, certain dates of the month, or even seasonal scheduling.

Under list schedule, select new display time.
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In the scheduling window, choose time of day and day of the week cadence, then select new display time.
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A list display time has three elements:

Days to repeat and months to repeat can be toggled on/off for lists that you do not use 7 days a week with options for days of the week, days of the month, intervals, and date ranges.

If you have a list that populates at different times, you can set up multiple display times for certain day ranges (e.g., if a list should be completed on a weekend vs. a weekday).

Below the list scheduling section is role based access. By default, a list can be completed by anyone logged into the Jolt mobile app, but you can assign or limit a checklist to specified roles. Roles can be turned on by selecting the assigned checkbox, which gives users access to complete the list.

Additionally, there are two access modes: anyone can complete this list (all employees at the location can complete the list without gaining management permissions) and role-based access (only users in selected roles can complete the list).

The managed column gives a user admin permissions for the specified list on the Jolt mobile app. This could include tasks such as changing the due time, manually deleting a list, or manually entering measurements.

To assign roles for list access, navigate to the roles settings, create or edit roles, assign the roles to a user, and select the roles under the assigned section in role-based access.

At the top of list settings you’ll find the list notifications. In this section, you can select which roles should receive emails, texts, or push notifications related to actions taken on the list. To start, click new notification.
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In the modal window, select which role will receive the notification, what kind of notification they’ll receive, and why they should receive it. The most common notifications used are an item is overdue and an item is out of range.
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You can set up multiple types of notifications for each list. For example, a shift supervisor needs to receive an email copy of a closing list when it's completed, but the owner can receive a notification when overdue.

Once your list is scheduled or set to notify, you can return to the lists homepage and confirm that your list is scheduled or set up for notifications. Getting your lists scheduled is the key step to getting up and running with Jolt checklists.