Per Person List Schedules allow you to create individual list instances for every person within a specific role.
Overview
Per Person List Schedules allow you to create individual list instances for every person within a specific role. These individuals will only see their own copy of the list, ensuring personalized task management.
Steps to Create Per Person List Schedules
Login to the Jolt Web Portal:
Navigate to Lists then Edit Lists.
Create or Select a List:
Create a new list or select an existing one to modify.
Configure Role-Based Access:
Go to the Settings tab.
Under Shared or Individual, check the box for “Create an individual list copy for each person that is assigned.”
Specify Role Access (Optional):
If the list is for a specific role, unselect Anyone can view and complete this list.
Save Changes:
Save the changes before leaving the page to ensure the new settings are applied.
Key Note: Lists set to individual copies can not be created ad-hoc from the Jolt app and can only appear through list schedules.
Key Features
Individual Instances: Each person within the specified role will only see their own copy of the list.
Role-Based Access: Customize access to lists based on roles, ensuring that only designated individuals can view and complete their tasks.
List Schedules: These templates must be on a List Schedule and will not appear when creating an instance or ad hoc version of a list.
Benefits
Personalized Task Management: Ensures that individuals focus only on their specific tasks.
Improved Efficiency: Reduces confusion and increases accountability by providing clear, role-based task assignments.
Enhanced Control: Allows administrators to control who can view and complete lists, improving overall task management.