Send Listy

Feature: Team List

  • Use a Team List

    Overview

    Team List starts with Group & Assign Tasks enabled. It is intended for lists where items belong to specific participants.

    Steps

    1. Create a new list and choose Team List.
    2. Add one or more members or participants.
    3. Add the list items.
    4. Assign items to the appropriate participant.
    5. Use the team summary to review member count, total tasks, completed tasks, and remaining tasks.
    6. Save the list and use the sharing controls when you are ready to send it.

    Sharing assigned work

    Send Listy can prepare the full list or a member-targeted view of assigned items. Unassigned items can also be treated as a target group in the member sharing flow.

    Notes

    Group & Assign Tasks is not limited to the Team List type: the editor can enable group mode for another list when that option is available. Team List simply starts in group mode automatically.