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Per Person List Schedules

Per Person List Schedules allow you to create individual list instances for every person within a specific role.

Curtis Nash avatar
Written by Curtis Nash
Updated over a week ago

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

  1. Login to the Jolt Web Portal:

    • Navigate to Lists then Edit Lists.

  2. Create or Select a List:

    • Create a new list or select an existing one to modify.

  3. 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.”

  4. Specify Role Access (Optional):

    • If the list is for a specific role, unselect Anyone can view and complete this list.

  5. Save Changes:

    • Save the changes before leaving the page to ensure the new settings are applied.

  6. 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.

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