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How to Create a List in Jolt
Curtis Nash avatar
Written by Curtis Nash
Updated over a week ago

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

  1. Log In to Jolt:

    • Open the Jolt Web Portal and log in with your credentials.

    • Navigate to Lists > Edit Lists.

  2. Create a New List:

    • Click on the blue “+” button in the top left corner.

    • Give your list a name and select Confirm.

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  3. 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.

      3.png


  4. Save the List:

    • Once all list items are added, click Save.

    • Proceed to the Settings tab to configure list settings.

  5. 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.

  6. 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:

  1. Log In: Open the Jolt Web Portal and log in.

  2. Navigate to Lists: Go to Lists > Edit Lists.

  3. Create New List: Click on the blue “+” button in the top left corner.

  4. Name the List: Enter a name for your list and select Confirm.

Q: How do I add items to my list?

A:

  1. Add Items: Click the blue add button, then select New Item.

  2. 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:

  1. Save Your List: After adding items, click Save.

  2. Access Settings: Go to the Settings tab.

  3. Set Submission Settings: Choose whether the list will be used for scoring. For details, see List Permission Settings.

  4. Create a Quiz (Optional): If you want to use the list as a quiz, refer to Scoring | Lists.

  5. Create a Schedule (Optional): Set up a schedule for your list if needed. Refer to List Schedules.

  6. Set Role-Based Access: Configure who can access the list by referring to Role-based Access for Lists.

  7. 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.

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