Recurring lists are perfect for repeating events when you need to keep track of attendance daily or weekly.

💡 Ideas: recurring lists are great for daily visitor sign-ins, class attendance, member attendance, daily customer check-ins.

Steps:

Web dashboard instructions:

  1. Hit the create a list button (more on how to create a list)
  2. Adjust the recurring schedule/frequency on the first page of the dashboard (see dashboard screenshot below).

iOS app instructions:

  1. Hit the create a list button (more on how to create a list)
  2. Adjust the recurring schedule/frequency on the second page of the create a list process on the iOS app (see iOS app screenshot below).

How do recurring lists work?

  • When you create a recurring list you will end up with a parent list, this is the main list that will be copied every day based on the schedule/frequency you specified earlier in the creation process.
  • The new lists created (children lists) will have the name "Parent List Name (Date)".
  • Parent lists are distinguishable by the recurring tab below their name along with tags of the days they are set to repeat on (see screenshots below for iOS and dashboard).
  • Important: A child list created on the schedule set on the parent list. People on the parent list will be copied over to the child list. If a parent list is empty the child list will start off empty. If you want people to be included in the upcoming child lists add them to the parent list.
E.g. "Jose" is on the parent list "Employee Sign-ins", then "Jose" will be on each child list. If you add "Jose" on a child list "Employee Sign-ins (7/1/2020)" the "Jose" will not be on the upcoming list "Employee Sign-ins (7/2/2020)", assuming that the parent list is set to repeat daily.

[dashboard screenshot]

[iOS app screenshot]

[dashboard recurring lists display]

[iOS app recurring lists display]

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