Send Listy

sendlisty.com

Product: Send Listy

  • Choose a List Type

    Overview

    A list type gives a new list its starting purpose and presentation. You can choose a type from Home or change the type while working with a draft when that control is available.

    Built-in list types

    Send Listy includes Custom List, Note, To do Steps, Delivery List, Home, Work, Daily Tasks, Shopping, Travel, School, Events, and Team List.

    How to choose

    • Use Note when the main content is a memo rather than a checklist.
    • Use To do Steps for phased, sequential work with steps and progress.
    • Use Team List when you want participants and task assignment.
    • Use Shopping, Travel, School, Home, Work, Daily Tasks, Events, or Delivery as purpose-specific starting types.
    • Use Custom List when none of the built-in purposes fits.

    Notes

    The editor can still expose optional list fields and optional item fields independently of the chosen type, so a type is a starting structure rather than a permanent restriction on every field.

  • Built-in List Types

    Overview

    Send Listy provides a protected catalog of built-in list types. These system types stay available even when you create your own custom type.

    Types and intended use

    • Home — home tasks and chores.
    • Work — tasks and work goals.
    • Daily Tasks — everyday organization.
    • Shopping — groceries and shopping lists.
    • Delivery List — deliveries, parcels, and tracking-oriented lists.
    • Travel — packing and travel checklists.
    • School — study and school supplies.
    • Events — party and event planning.
    • Team List — members and assigned tasks.
    • Note — memo-first lists.
    • To do Steps — phases and actionable steps.
    • Custom List — a general-purpose list.

    Notes

    Built-in types are protected in the Manage list types screen. They are not deleted or renamed through the custom-type manager.

  • Use a Note List

    Overview

    The Note list type is designed for memo content. A new Note list starts with a memo item instead of three normal blank checklist items.

    Working with a Note list

    1. Create a new list and choose Note.
    2. Enter the memo text in the memo block.
    3. Adjust the memo text size or memo background when needed.
    4. Use Add another memo to insert another memo block.
    5. Use Add normal item if you also need ordinary checklist items.
    6. Create or Save the list.

    Notes

    Normal checklist items are optional in a Note list. Additional memo blocks are inserted before normal items so memo content remains grouped together.

  • Upgrade from the Free Plan

    Overview

    For a Free account, My Plan includes an Upgrade action. Send Listy also places the available paid plan cards directly in the My Plan experience so you can compare and choose without first leaving the plan view.

    Steps

    1. Open My Plan.
    2. Select Upgrade, or scroll to the paid-plan choices shown below your current Free plan.
    3. Review the available plan cards.
    4. Select the paid plan you want.
    5. If authentication is required, sign in or create an account. Send Listy keeps the selected plan and continues the checkout flow.

    Notes

    The actual price and offer shown on each card come from the current Send Listy plan definition.

  • 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.

  • Create and Manage Custom List Types

    Overview

    Send Listy lets you create custom list types with your own name and icon. Custom types appear in the new-list experience and related selectors such as Add list by AI.

    Create a custom type

    1. Open Manage list types.
    2. Select Add type.
    3. Enter a type name.
    4. Choose an icon.
    5. Select Save list type.

    Edit or delete a custom type

    Custom types can be edited or deleted from Manage list types. Built-in types are shown as Built-in and are protected.

    Notes

    Deleting a custom type removes the type definition from the custom-type catalog but does not delete lists that were already created with it.

  • Downgrade a Paid Plan

    Payment-managed subscriptions

    For the current payment-provider flow, a downgrade does not replace your current paid access immediately. The current plan stays active until the end of the paid billing period, and the lower plan begins at the next renewal date after confirmation.

    Seat guard

    A downgrade is blocked if the target plan supports fewer accounts than the number of seats currently in use. Remove members first when necessary.

    Minimum active period

    payment-provider-managed downgrades can be subject to a configured minimum active period. If the account is not yet eligible, Send Listy blocks the downgrade and tells you when it becomes available.

    Manual subscriptions

    Manually managed plans do not contact the payment provider for a downgrade. The user submits a downgrade request, the current plan stays active, and a Send Listy administrator reviews the request before any manual plan change is applied.

  • Invite a Member to a Family or Business Plan

    Overview

    When plan invitations are enabled and a seat is available, the plan owner can use Invite Member from My Plan.

    Invitation methods

    Depending on administrator settings, available methods can include WhatsApp, Invite Link, QR Code, Email, Search Send Listy User, and Invite Code.

    Acceptance

    The invitation system checks seat availability again when the invitation is accepted. Targeted email or user invitations can only be accepted by the intended account or email.

    Privacy

    Search Send Listy User requires an exact email address or username and is not a public user directory. QR codes are generated locally in the browser rather than sending the invitation URL to a third-party QR service.

  • Send Listy Libraries

    Overview

    Libraries is a Home discovery window that groups reusable resources. It is a presentation area, not a separate copy of the library content.

    Resources

    Depending on the published Home layout, Libraries can expose Template Cards, item/shopping shortcuts, Step by Step guides, List Types, Add list by AI, and Paste a List.

    Where the content comes from

    Templates, reusable Items, and Step by Step guides come from the official Send Listy libraries. Your actual lists and inserted items are then managed through the normal Send Listy list system.

    See Browse and Find Templates, Browse the Step by Step Library, and Use the Add Items Library for details about each resource.