How to Create a List in Jolt
Prerequisites
Before you start, ensure you have one of the following admin settings:
Location Website Admin
Content Group Admin
Company Admin
For more advanced settings, refer to the article List Permission Settings | Content Group Admin.
Watch the Video Tutorial
For a detailed walkthrough, watch our video guide. The video covers all steps and provides visual guidance on creating lists in Jolt.
Step-by-Step Instructions
Log In to Jolt:
Open the Jolt Web Portal and log in with your credentials.
Navigate to Lists > Edit Lists.
Create a New List:
Click on the blue “+” button in the top left corner.
Give your list a name and select Confirm.
Add List Items:
Click on the blue add button, then select New Item.
For more details, refer to the article Add a List Item.
To use existing list items or import items from a spreadsheet, refer to the respective articles.
Save the List:
Once all list items are added, click Save.
Proceed to the Settings tab to configure list settings.
Configure List Settings:
List Submission Settings: Specify if the list will be used for scoring. Refer to the article List Permission Settings.
Create a Quiz: If applicable, refer to the article Scoring | Lists to set up a quiz.
List Schedule: Create a schedule for the list, if needed. Refer to the article List Schedules.
Role-based Access: Set up role-based access for the list. Refer to the article Role-based Access for Lists.
Notifications: Create notifications for the list. Refer to the article List Notifications.
Save All Changes:
After configuring all settings and adding list items, click Save to finalize your list.
FAQ: Creating Lists in Jolt
General Questions
Q: What are the prerequisites for creating a list in Jolt?
A: You must have one of the following admin settings:
Location Website Admin
Content Group Admin
Company Admin
For more advanced settings, refer to the article List Permission Settings | Content Group Admin.
How-To Questions
Q: How do I start creating a new list?
A:
Log In: Open the Jolt Web Portal and log in.
Navigate to Lists: Go to Lists > Edit Lists.
Create New List: Click on the blue “+” button in the top left corner.
Name the List: Enter a name for your list and select Confirm.
Q: How do I add items to my list?
A:
Add Items: Click the blue add button, then select New Item.
Add Details: Enter details for the new item and save.
For more information on adding items, refer to the article Add a List Item.
To use existing items or import from a spreadsheet, see the articles on Existing List Items and Bulk Import List Items.
Q: How do I configure settings for my list?
A:
Save Your List: After adding items, click Save.
Access Settings: Go to the Settings tab.
Set Submission Settings: Choose whether the list will be used for scoring. For details, see List Permission Settings.
Create a Quiz (Optional): If you want to use the list as a quiz, refer to Scoring | Lists.
Create a Schedule (Optional): Set up a schedule for your list if needed. Refer to List Schedules.
Set Role-Based Access: Configure who can access the list by referring to Role-based Access for Lists.
Create Notifications: Set up notifications for the list. Refer to List Notifications.
Q: How do I save and finalize my list?
A: Once all settings and items are added, click Save to finalize the list.
Troubleshooting
Q: What should I do if I can’t find the blue “+” button?
A: Ensure you are on the Edit Lists page. If the button is still not visible, try refreshing the page or checking your permissions.
Q: What if my changes are not saving?
A: Ensure all required fields are filled out. If issues persist, refresh the page and reattempt the process.
Q: How do I know if my list settings are correctly configured?
A: Review your list settings in the Settings tab and ensure they match your intended use. Refer to the related articles for detailed configuration options.
Additional Resources
Video Walkthrough: Watch our detailed video guide for a complete tutorial on creating lists in Jolt.
Support Articles: Refer to the linked articles for more detailed information on specific steps and advanced settings.
If you have any questions or need further assistance, please contact our support team.