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 one, click New work list. 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 (version 2.6.1 or later) and People assigned to them on that 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.

Each list either reaches out (a call by phone or WhatsApp, or a message by SMS, WhatsApp, or Signal) or collects data (a field survey, an assessment update, or a custom property update). You choose the action when you create the list, and you can't change it later. Add People on the Targeting tab and assign them on the Team + Assignments tab, as for a one-to-one phonebank. A call action needs the Call permission. A message action needs the SMS P2P permission. See Communication permissions. The Results tab shows the outcomes, and Export CSV downloads one row per attempt.

API

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