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Creating and managing list schedules in the Jolt web app

How to create, edit, and manage list schedules in the Jolt web app to control when checklists appear on devices at each location.

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Overview

With Jolt's List Scheduling feature, you can automate when your lists appear, how long until they are due, and when they expire. This ensures tasks are completed on time and helps maintain an organized workflow. Follow these steps to create and manage your List Schedules effectively.
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Important Keywords

List schedule, recurring schedule, due time, expiration time, Jolt Web Portal, list automation.

Access List Scheduling

  • Login to the Jolt Web Portal.

  • Click on Lists > Edit Lists.

Create or Edit a List

  • Add a list or edit an existing list as needed.

  • Click on the Settings tab for the selected list.

Add a New List Schedule

  • Scroll down to the List Schedule panel on the left.

  • Click on +New Display Time to start setting up your schedule.

Set Display and Due Times

  • Click on +New Display Time to define when the list should appear and be due. Multiple schedules can be created for a single list.

    • Bump Lists Option: If Bump Lists is enabled, the new list will replace the previous one at the next scheduled time.

  • Define Due Time: Select due time in Minutes, Hours, Days, Weeks, or Months.

Set Expiration Time

  • Decide how long after the due time the list will expire. Leave the expiration field blank if you do not want the list to expire.

Set Repeat Days

  • Days of the Week: Highlight specific days when the list should appear.

  • Occurrence in Month: Choose which weeks of the month the list should display.

  • Days of the Month: Select specific days of the month.

  • Every Interval: Pick a start date and interval for repeating.

  • Note: Lists are generated a day in advance β€” make schedule changes at least 24 hours ahead.

Set Repeat Months

  • Months to Repeat: Select which months the list should appear in.

  • Ranges: Define a date range for seasonal lists or specific time periods.

Save Your Changes

  • Save All Changes: Make sure to save your settings before leaving the page.

Advanced List Schedule Rules for Publishers

  1. If you change a content group list schedule, list generation runs immediately for the locations in the content group.

  2. If the content group has subscribers, a task is set up to run in 5 minutes to send the template changes to the subscriber.


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