← All use cases

1. Get Portico and an agent

   Your list lives on your agent. If you were invited to someone else's Portico, you can still make your own.

   1. Install Portico Mobile from the App Store or Google Play.
   2. Go to web.porticoworks.dev/start and sign up.
   3. Start with a Cloud Agent. We host it, so there's nothing to install. You can move to an Edge Agent at home later and keep the same lists and invites.

   Agents card with the new Cloud Agent still Provisioning and Linking01-agent-provisioning.png

   Portico Mobile home screen with your agent connected01-agent-ready.png

2. Make the Grocery list

   A Grocery list is made for shopping: add things as you think of them, check them off in the aisle.

   1. Open Portico Lists.
   2. On the Lists card, tap + (New list).
   3. In Name (optional), type Groceries.
   4. Set Type to Grocery and tap Create.

   Tip: Hold a list's title to rename, duplicate, or delete it.

   The agent's Apps card with Portico Lists02-open-lists.png

   The New dialog with Name "Groceries" and Type set to Grocery02-new-list.png

3. Add what you need

   Seed the list so the family sees how it works when they join.

   1. Open Groceries.
   2. Type in Add an item… and tap +.
   3. Hands full? Tap the mic (Dictate item) and say it.

   Groceries list with milk and bread03-items.png

4. Invite the family to the list

   Inviting someone to this list is what lets them see it. Do it once per person.

   1. In the list, tap the Users pill.
   2. Tap + (Invite someone).
   3. Fill in Invite name (for example Amara's phone). Add their email in To email if you have it.
   4. Pick how to send it: QR if they're standing next to you, or Text / Email if they aren't.

   Good to know: Open QR links expire after 10 minutes, so show the QR while they're in the room. If they already use Portico, pick them under Or pick a friend and tap Invite.

   The Users panel with the invite form filled in04-invite-form.png

   The Invite link dialog showing the QR code05-invite-qr.png

5. They accept on their phone

   Nothing technical for them: scan, sign in, accept.

   1. They scan the QR with the phone's normal Camera, or tap the link you texted. Portico Mobile opens.
   2. They sign in or create an account.
   3. They tap Accept. The phone sets up its connection to your agent by itself.
   4. Groceries shows up in their Portico Lists.

   Invitee's phone showing the invitation with the Accept button06-accept.png

   Invitee's Lists showing Groceries07-shared-list.png

6. Turn on notifications

   Find out when someone adds something while you're already at the store.

   1. When Lists asks, tap Turn on notifications. Or go to Settings → Notifications and turn on Allow notifications.
   2. In the list, open Settings and turn on Item added and Item removed under Notifications. These apply to the whole list: everyone except the person who made the change gets a notification.

   Each person still turns on Allow notifications on their own phone.

   List Settings with Item added and Item removed turned on08-notifications.png

7. Shop and check things off

   Whoever's in the aisle checks items off, and everyone else sees it right away.

   1. Tap the checkbox on an item to mark it done.
   2. In the list's Settings, When marking items decides what happens next: Move to Done, Remove, or Mark in place.
   3. With Move to Done, tap Clear next to the Done header after you unpack.

   Groceries with checked items under the Done header and the Clear pill09-done.png