Work Lists

Work Lists give each Team Member an assigned list of People to work through, one person at a time. Each list has one action, for example a WhatsApp call from the Team Member's own account or an update to each person's assessment. Team Members work their list in the Solidarity app, and Solidarity Tech tracks progress and outcomes.

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Available on Professional plans and above.

Work Lists are under Field → Work Lists in the dashboard. To create and edit Work Lists, a Team Member needs the Manage work lists permission. This permission does not let them work a list in the app. To work a list, a Team Member needs access to the Solidarity app and People assigned to them on that list.

When to use a Work List

Work Lists use the personal phone numbers and accounts of your Team Members. Nothing goes out from your Solidarity Tech numbers. To call or text from your Solidarity Tech numbers, create a one-to-one phonebank or textbank instead.

Every person on a Work List is assigned to exactly one Team Member, as in a one-to-one phonebank.

Actions

Each Work List has one action. You choose it when you create the list. You can't change it after creation.

The first five actions are under Reach Out. The last three are under Collect Data. A Collect Data action updates each person's record in Solidarity Tech.

Create a Work List

1. Go to Field → Work Lists and click Create New Work List.
2. Enter a Work List Title. Team Members see this title in their workflows.
3. Choose the Action.
4. Choose the Assignment:
   • Split Evenly Amongst Selected Team Members divides the People evenly among the Team Members you select.
   • Assigned Agent gives each person to their Assigned Agent. People without an Assigned Agent go to Unassigned on the Team + Assignments tab.
5. Click Create Work List.

A new Work List is available for seven days. You can change the dates on the Details tab.

Details

The Details tab holds the settings your team needs.

Work List Availability sets when your team can work the list, with Begins at and Ends at. After the end date, the list no longer shows in the app.

The next settings depend on the action:

• For a call action, choose the Team Guidance. A call script gives talking points that your team reads during the call. A field survey gives a form that they fill out while they talk.
• For a message action, write the Message Template. The app puts it into the Team Member's messaging app, and they can edit it before they send it.
• For Field Survey, choose the survey that your team completes for each person.
• For Property Update, choose the Custom Property that your team updates for each person.
• Assessment Update needs no setup. The assessment levels come from your organization settings.

Instructions are optional. The app shows them to your team at the top of the list.

Clone Work List makes a copy of the list, with its targeting, assignments, and content. The copy starts with no attempts.

Work List Settings

The Work List Settings section below the details holds optional settings:

• Campaign Tags connect the list to a campaign for reporting.
• Scope sets the Chapter or Organization of the list.
• Operating Hours limit the times of day when your team can work the list.
• Contact Goal tracks progress toward a number of People contacted by the end date.
• Configure Call Screen Layout chooses the sections that your team sees on each person's Details tab in the app, and their order.
• Supported Languages sets the languages of the list.

Targeting

Add People on the Targeting tab, as for a one-to-one phonebank. You can add People with a filter or one at a time. You can also remove People with a filter and set the order.

A saved filter stays active while the list is open. About every 10 minutes, Solidarity Tech adds new People who match the filter. It also removes People who match the removal filter. A person with a contact attempt on the list in the last 24 hours stays on the list. With Split Evenly, each new person goes to the Team Member with the fewest People. With Assigned Agent, each new person goes to their Assigned Agent.

Only eligible People join a Work List:

• The person must be active.
• For a Reach Out action, the person must have a phone number.
• A call action needs the Call permission. A message action needs the SMS P2P permission. See Communication permissions.

Team + Assignments

The Team + Assignments tab shows which Team Member has each person. It works the same way as for a one-to-one phonebank. See Team + Assignments. You can also send a push notification to the team from this tab.

Working a list in the app

Team Members find the list in the Workflows tab of the Solidarity app. The button matches the action, for example Start Calling on WhatsApp, Start Texting, or Start Your Surveys.

The app shows the People assigned to that Team Member. For each person, the Team Member taps the action. For a Reach Out action, the app opens WhatsApp, the phone, the text app, or Signal with the person's number. For a message action, the message is already written. After the contact, the Team Member records the outcome and can add a note.

Each action has a fixed set of outcomes:

No answer, Try again later, Couldn't send, and Couldn't complete keep the person on the list for another try. There is no limit on tries. All other outcomes complete the person.

A note saves to the person's record. Each call or message attempt also shows in the person's activity.

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Tip: Team Members need version 2.6.1 or later of the Solidarity app to see Work Lists.

Results

The Work Lists page has an Active & Upcoming tab and a Past tab. The PROGRESS column shows the People contacted out of the People targeted.

The Results tab of a list shows:

• People worked, Attempts, Reached, and Refused
• An Outcome breakdown with the count and percent of each outcome
• A Timeline of attempts per day
• A summary of the Survey responses, for survey lists

Export CSV downloads one row per attempt, with the person's name and phone number, the Team Member, the outcome, the notes, and the time of contact.

API

You can also create, read, and update Work Lists, and read their attempts, with the API. See the Work Lists API reference.