How to Add a List Item in Jolt
Summary: This guide will help you add and customize list items in your checklists or forms using the Jolt Web Portal. List items come with various settings to fit your needs.
Getting Started
Log In to the Jolt Web Portal:
Open the Jolt Web Portal in your browser.
Log in with your credentials.
Access the Lists Section:
Navigate to Lists and then Edit Lists.
Create or Edit a List:
To start, either create a new list or edit an existing one.
Add a New List Item:
Click the blue Add button.
Select New Item from the dropdown menu.
You will see a variety of 19 different item types to choose from. Select the type that best fits your needs.
Customizing List Items
Enter Prompt Text:
Provide a clear prompt text for the item (e.g., “Clean windows” or “Take out trash”).
This is the task or action that needs to be completed.
Set Points:
Assign a point value to the item. Points are awarded when the task is completed.
For more details on points, refer to our article on Points | Lists.
Allow Users to Mark as N/A:
Decide if the item is required or optional.
You can make the item optional or allow users to mark it as N/A (Not Applicable) or Out of Order.
For more information, see Make an Item Optional | Mark as N/A or Out of Order.
Using the Information Library
Upload Files:
Choose a file to upload and attach it to the list item.
Files can be viewed directly from the list item.
For more details, refer to Add Media to a List Item | Information Library.
Sharing Options (For Content Group Mode)
Allow Deactivation:
Enable locations to deactivate this item if it’s not relevant to them.
Allow Editing of Prompt Text:
Allow locations to change the prompt text of this item if needed.
Advanced Settings for Specific Item Types
Measurement List Item:
Explore advanced options like setting two ranges for measurement items. Refer to Two Ranges | Measurement Items.
Yes/No and Measurement Items:
Learn about additional settings for corrective actions. Check out Corrective Action | Yes/No and Corrective Action | Measurement Items.
Multiple Choice Items:
Use templates and set up multiple-choice options. See Multiple Choice Templates.
Sub List Items and Flagging:
Configure sub-lists and flag items as needed. Refer to Lists | Sub List Item and Lists | Flagging.
Auto Complete and List Item Colors:
Use auto-complete features and customize list item colors. For more information, refer to Auto Complete and List Item Colors.
Save Your Changes
Save Your List Item:
Click Save to ensure all your changes are stored.
Make sure to save before leaving the page to avoid losing your updates.