← All use cases

1. Make the Closing checklist

   One list, in the order the close actually happens.

   1. In Portico Lists, tap + (New list).
   2. Name it Closing, set Type to Checklist, and tap Create.
   3. Add each step: Restock beer cooler, Wipe and sanitize taps, Run glass washer, Count drawer, Take out trash, Lock back door & set alarm.
   4. Turn on Manual reorder in the list's Settings if you need to change the order.

   First time? The grocery list journey covers installing Portico and getting an agent.

   The Closing checklist with six steps01-closing-list.png

2. Make it reusable every night

   Steps stay where they are when checked, so tomorrow's crew sees the same list.

   1. In the list's Settings, under When marking items, choose Mark in place.
   2. When the opener arrives, they tap Mark all undone to reset for the night.

   List Settings: Mark in place, Manual reorder, Mark all undone02-settings.png

3. Add the nightly "start closing" reminder

   A list reminder goes to everyone on the list at the same time every night.

   1. In Settings, go to Reminders and tap Add list reminder.
   2. When: tonight at 1:30 AM. Repeat: Every day.
   3. Notify: Everyone on this list.
   4. Note: Last call was 1:00. Start the close. Tap Add.

   The Reminders dialog "For the whole list": 1:30 AM, Every day, Everyone on this list03-list-reminder.png

4. Add a safety net on the back door

   A reminder on a single step that only the manager gets, and only if the step isn't done.

   1. Tap the bell on Lock back door & set alarm (Add reminder).
   2. When: 2:15 AM. Repeat: Every day.
   3. Notify: Just me.
   4. Note: Back door not checked off yet. Tap Add.

   Why Rosa sleeps: a repeating reminder pauses while its step is checked. If the crew checks off the back door before 2:15, she gets nothing. If they don't, her phone buzzes.

   The Reminders dialog for "Lock back door & set alarm": 2:15 AM, Every day, Just me04-item-reminder.png

5. Invite the crew

   Each bartender joins the list once, from their own phone.

   1. Tap the Users pill, then + (Invite someone).
   2. Invite name: the person's name. Access rights: User for bartenders, Admin for a shift lead who can edit the list.
   3. Tap QR at the start of their shift. They scan it with their Camera and tap Accept in Portico Mobile.
   4. Have each person turn on Allow notifications in Lists Settings → Notifications.

   Someone leaves? Remove them from the list's Users panel. Nobody needs to change a shared password.

   The Users panel listing Rosa (Owner), Dev (Admin), Kim, Marcus05-crew.png

6. Watch the close from home

   The manager can follow along without calling the bar, and the crew can see who's done what.

   1. In the list's Settings, under Notifications, turn on Item checked off.
   2. Each time someone checks a step, everyone else on the list gets a notification titled Closing, for example Kim checked off Count drawer.
   3. This setting covers the whole list. Anyone who wants quiet nights off can turn off notifications for Lists on their own phone.

   Manager's lock screen with Closing notifications as steps are checked06-checked-off.png

   The Closing list with every step checked in place07-done.png