Creating lists and adding tasks

Sortifyd simplifies the creation and management of lists. Here’s what you can do with Sortifyd’s list feature:

• Create Different Types of Lists: Make grocery lists, task lists, shopping lists, and more. Any kind of list you need, you can create it in Sortifyd.

• Add Details to Your Lists: You can add more details to your lists like sublists, attachments, or photos. You can also set due dates, add reminders, assign items to others in your Sortifyd account, or set a task color for the calendar view.

• Track Habits: If you have recurring items in your lists, you can turn them into habits to track them better. Just enable the habit-tracking function.

• Integrated with Calendar: All your tasks with due dates and times will also show up in your calendar, enabling you to see all your scheduled events and tasks in one place.

In Sortifyd, managing your lists and tasks is straightforward and organized, making it simpler to keep track of your daily activities and plans.

Here's how you can get started with lists in Sortifyd:

1. Navigate to the Lists screen by tapping the icon on the tab bar at the bottom of the home screen.
2. Add a new list by tapping the icon at the bottom right of the screen.
3. When adding a new list, choose a category that relates to the list you would like to create. (Ex. Family Camping Trip in Travel as shown above).
4. Add list title
5. Add list items. List items can be added in one of two ways:
   • One-by-one: Tap the Add item field at the bottom of the screen to add an item. Tap Next on the keypad to continue to add items without dismissing the keypad, or Done at the top of the keypad to dismiss the keypad.
   • Import a list (or sub-list): Tap the import list  icon at the bottom-right of the list screen. You then have an option to either import and add items from a template, or import items from a clipboard using the quick-type/paste items.
     • Adding items from a template: A number of list templates are available for each of the categories (ex. Home & Money, Travel, etc.). See our blog article for a list of list templates available in Sortifyd. 
       1. Select a list template that would best contain the items you are looking for.
       2. Select items from the template that you would like to add to your list, or tap Select all to add all.
       3. Tap Import on the top right once you have selected all of the items you wish to add. You can repeat steps 1–3 to add additional items (from other templates) to your list.
     • Adding items using quick-type/paste:
       1. Type a list, one item per line. Tap Return on the keypad to continue to add items without dismissing the keypad, or Done at the top of the keypad to dismiss the keypad. Hint: You can also copy a list from a different application on your device (ex. your text messages, email, notepad app) and paste it onto this screen to be able to import it into your Sortifyd list. Just make sure you add line breaks between items so there is only one list item per line.
       2. Tap Import on the top right once you have the items you wish to add. You can repeat steps 1–2 to add additional items to your list.
6. Add (or Edit) item details by tapping on the item name 
   • Title 
   • Location - Type, or tap the  icon to search for a location
   • Due date and time for a task
   • If repeating, how often - daily, weekly, etc.
   • Assignee(s) - This field has a pre-populated list of your family members from which you can quickly select those to who the task needs to be assigned. Profile pictures make the list very visual and easy to scan. (See Adding family members.)
   • Category - The box/category to which the list item or task relates is pre-populated based on the category you chose while creating the list. This cannot be edited.
   • Color - Use this field to assign a specific color to each task, facilitating easy identification on the calendar. You have the option to select the color associated with the user to whom the task is assigned, or you may choose any other preferred color from the available palette.
   • Priority - Assign a level of urgency or importance to an item or task by selecting one of the available options: None, Low, Medium, or High.
   • Reminder (alarm), if any - at time of the event, 15 mins before, etc.
   • Habit Tracking - This toggle switch becomes available when a task is set to repeat. Enabling this feature allows the item to be treated as a habit, facilitating the tracking of its completion over time. This is particularly useful for establishing and maintaining recurring activities or routines, providing you with insights into your consistency and progress.
   • Notes - A place for ad hoc notes/comments and other tags related to the event to make it easily searchable.
   • Attachments - Tap the icon to attach PDF documents or photos of items related to the list item or task (product packaging, page from catalog, invitation, directions, tickets, etc.). You can add attachments in one of the following ways:
     • Attach pictures from your photo gallery
     • Take and attach photos using your camera
     • Attach PDFs and photos directly from your Files app/folder
     • Scan and attach multi-page documents with the integrated document scanner. (This feature is available only in certain subscription plans.)
7. Once a list is created, here are the other actions you can perform:
   • In the list view 
     • Check items/tasks one by one as you complete them by tapping on the icon. Once all items in a list are checked off, you will see a strikethrough over the title as a visual indicator.
     • Uncheck items/tasks by tapping on a checked item 
     • Uncheck all items with a single tap to reset a list you would like to reuse/recycle
     • Hide/show completed items to stay focused on what is still pending.
     • Convert an item into a subitem or subtask by swiping left on the list item and tapping the indent icon. To revert a subitem back to a main item, swipe left and tap the outdent  icon.
     • Delete an item by swiping left on the list item and tapping the icon.
     • Reorder items manually by long-pressing and dragging the items to your preferred location within the list for personalized arrangement.
     • Sort items automatically based on several criteria such as last modified time, creation time, priority, or title/item name. To choose a sorting option, tap the sort icon located at the top right of the screen. This automatic sorting will organize the items based on the selected criterion, providing a more streamlined view.
     • Track who created and last modified the list. These fields at the bottom of the list are auto-populated and log the name of the user(s) who created or last modified the list, along with the corresponding date and time. This feature is available only in certain subscription plans.
     • Make a list private. The Private switch at the bottom of the list allows you to make the list private so only the creator of the list can see it, even if someone has access to the parent category or box (ex. Home & Money). This feature is available only in certain subscription plans.
     • View an attachment in a list item by tapping on its thumbnail image in the item detail view.
     • Print, or share an attachment with those outside your shared account by tapping the  icon at the bottom of the attachment viewer. You can then print that attachment by selecting your printer in the menu that appears, or you can share it through any communication app you use (ex. Mail, Messages, Whatsapp, etc.). Please exercise caution when sharing your private documents with others outside your shared account. 
   • In the list-of-lists view
     • Sort lists automatically based on several criteria such as last modified time, creation time, category, or title. To choose a sorting option, tap the sort icon located at the top right of the screen. This automatic sorting will organize the lists based on the selected criterion, providing a more streamlined view.
     • Delete a list by swiping left on the list name and tapping the icon.
     • Print or share/forward a list (ex. a list of your favorite movies or books) with those outside your shared account by swiping left on the list name and tapping the  icon. You can then print that list by selecting your printer in the menu that appears, or you can share it through any communication app you use (ex. Mail, Messages, Whatsapp, etc.). Please exercise caution when sharing your private lists with others outside your shared account. 
     • Get how-to hints by tapping the hint note  icon at the bottom left of the screen.

Some tips: 

• Add emojis from the keypad to list titles and item names to make them more visual (ex. type "cart" after "Grocery List" and select the 🛒 emoji from the keypad to make the title "Grocery List 🛒").
• Add Attendees and Categories for events to make the calendar very visual and easy to scan.
• Add descriptive tags in the Notes and Attachment name fields to make the event easily searchable.
• View hint notes for quick reference and suggested use cases.
• See our blog article for a list of list templates available in Sortifyd.

Note:

User interfaces may vary slightly between iOS and Android due to ongoing updates. Thank you for your patience as we work to align experiences across all platforms.