Creating lists and adding tasks

Grocery lists, task lists, shopping lists, gifts to purchase, to-dos, chores, movies to watch, books to read, recipes, meal plans, packing lists, bucket lists, habits, goals, and so much more! With Sortifyd you can create any type of list you need. You can even add attachments or photos, add due dates and reminders, or assign items to anyone you add to your Sortifyd account. All your tasks with due dates and times also appear on your Sortifyd calendar.

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. Select a category that relates to the list you would like to create. (Ex. Chores list in Home & Money as shown above).
3. Add a new list. Lists can be created in any one of the ten categories in one of two ways:
   • Browse and add: Tap over the label of the category (ex. Home & Money) to see a list of all current lists in that section. In the screenshot above, the Home & folder already has five lists as the count on the right indicates. On tapping, the next screen will show you a list of those lists. You can navigate to an existing list by tapping on it, or you can tap Add list on that screen to create a new list. The screen with the "list-of-lists" view also has a  icon on the bottom-left that pops up a hint note for quick reference.
   • Direct add: As you get more familiar with the contents of your categories, you can directly add a new list by tapping the button to the right of the list count on the Lists screen. This bypasses the list-of-lists view and directly creates a new list in that category.
4. Add list title
5. Add list items. List items can be added in one of two ways:
   • One-by-one: Tap the Add list icon at the bottom-right 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.
   • Reminder (alarm), if any - at time of the event, 15 mins before, 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 where you created the list. This cannot be edited.
   • 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 photos of items related to the list item or task (product packaging, page from catalog, invitation, directions, tickets, etc.). You can attach pictures from your photo gallery, or take and attach photos using your camera. Add names to attachments to make them easily searchable.
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.
     • Delete an item by swiping left on the list item and tapping the icon.
     • Reorder items in a list by long-pressing and dragging the items you want to move. (Note: this feature is currently available only in the iOS version of Sortifyd)
     • 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 for a category
     • 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 Category 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.