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How to Set Up List Notifications in Jolt
Curtis Nash avatar
Written by Curtis Nash
Updated over a week ago

How to Set Up List Notifications in Jolt

Overview: List Notifications in Jolt help you stay informed about important events and conditions related to your checklists. Notifications are sent based on the specific conditions you set for each list.

Keywords: List Notifications, Jolt Web Portal, checklist notifications, notification settings


How to Configure List Notifications

Step 1: Access Your Lists

  1. Log In:

    • Log in to the Jolt Web Portal.

  2. Navigate to Lists:

    • Go to Lists > Edit Lists.

  3. Create or Select a List:

    • Choose an existing list or create a new one.


Step 2: Set Up Notifications

  1. Open Notification Settings:

    • Click on the Settings tab.

  2. Add a New Notification:

    • Click on +New Notification to create a new notification.

  3. Choose Notification Recipients:

    • Select the roles that should receive the notification. You can assign notifications to specific roles based on their responsibilities.

  4. Select Notification Method:

    • Choose how you want the notification to be delivered: Text Message or Email.

  5. Define Notification Conditions:

    • Select the conditions under which the notification will be sent. Choose from the following options:

  6. An Item is Overdue:

    • This notification is sent when a list item is past its due time. It helps ensure that overdue tasks are addressed promptly.

  7. An Item is Out of Range:

    • This notification is triggered when a response entered is outside the acceptable range set for a Measurement List Item. This condition helps monitor compliance with predefined limits.

  8. The List is Completed:

    • This notification is sent when a checklist or form is marked as complete. It informs relevant parties that the list has been fully completed.


Step 3: Save Your Settings

  1. Save Changes:

    • Click Save to apply your notification settings before leaving the page.


Additional Tips

  • Review Notifications Regularly: Periodically check your notifications to ensure they are set up correctly and are meeting your needs.

  • Customize Notifications: Tailor the notification settings to fit your specific use cases and roles to enhance communication and task management.

Keywords: notification conditions, text message notifications, email notifications, notification settings, overdue tasks, measurement list items, checklist completion

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