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Everything you need to know about ListBeam

ListBeam Help Center

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Getting Started

How to Create an Account

  1. Go to listbeam.com and click Start for free.
  2. Enter your email address and choose a password (at least 6 characters), then click Sign Up.
  3. Alternatively, click Continue with Google to sign up using your Google account — no password needed.
  4. Once signed in, you will be taken to your Dashboard.

How to Log In

  1. Go to listbeam.com/login.
  2. Enter your email and password and click Log In.
  3. Or click Continue with Google if you signed up with Google.

How to Use Magic Link

Sign in or sign up without a password using a secure email link:

  1. On the login or signup page, click Sign in with Magic Link or Sign up with Magic Link.
  2. Enter your email address.
  3. Click Send.
  4. Check your inbox for a secure sign-in link from ListBeam.
  5. Click the link in the email — you will be signed in instantly.
Magic links are valid for 30 days and work across browsers.

How to Reset Your Password

  1. On the login page, click Forgot password?
  2. Enter your email address and click Send Reset Link.
  3. Check your inbox for the password reset email.
  4. Click the link in the email, enter a new password, and click Reset Password.

Free vs. Pro

The free demo lets you build, generate, import, preview, and export lists without creating an account. Saving, sending, contacts, and reminders require a Pro subscription ($12.99/month).

Creating Lists

How to Start a New List

  1. From your Dashboard, click Create New List (the + button).
  2. Or go directly to listbeam.com/create.

How to Choose a List Type

At the top of the builder, select one of four list types:

  • Checklist — Structured form with typed questions (text, file upload, multiple choice, etc.)
  • Supplies List — Shopping/inventory list where recipients check off items
  • To-Do List — Task list where recipients check off completed tasks
  • Table — Custom grid with rows and columns that recipients fill in
Changing the list type after adding items will reset your items.

How to Add a Title and Description

  1. Click the Title field and type the name of your list.
  2. Optionally, click the Description field and add context or instructions.

How to Add Items Manually

  1. Click the Add Item button.
  2. Type the item name/question in the text field.
  3. Use the Type dropdown to select the answer format (see List Item Types).
  4. Repeat for each item.

How to Insert an Item Between Two Items

  1. In the list builder, locate the plus circle (+) button that appears between items.
  2. Click the plus button below the item where you want to insert a new item.
  3. A new item will be inserted at that position.
This feature is not available for Table lists.

How to Reorder Items

Click and hold the grip handle (⋮⋮ icon) on the left side of any item, then drag it to the desired position.

How to Delete an Item

Click the trash icon (🗑) on the right side of the item row.

How to Mark an Item as Required

Toggle the Required switch to ON. Required items must be answered before the recipient can submit.

How to Add Options to Multiple Choice or Checkbox Items

  1. Set the item type to Multiple Choice or Checkbox.
  2. Click Add Option below the item.
  3. Type the option text. Add as many options as needed.
  4. To remove an option, click the × next to it.

How to Attach a Reference File to an Item

  1. On any item, click the Attach File (paperclip 📎) icon.
  2. Choose a file from your computer and upload it.
  3. The attachment appears as a chip label — the recipient sees a download link.

How to Attach a Reference Link to an Item

  1. On any item, click the Attach Link (🔗) icon.
  2. Paste or type the URL, then add a display name.
  3. The link appears as a label chip (not a raw URL).

How to Set a Due Date

  1. In the Recipient & Settings section, click the Due Date field.
  2. Pick a date from the calendar.

How to Set a Recipient Password

  1. In the Recipient & Settings section, find the Access Password field.
  2. Enter a password (minimum 6 characters).
  3. The password is included in the invitation email automatically.

How to Enter Recipient Email(s)

  1. In the Recipient & Settings section, find the Recipient Email field.
  2. Type one email address, or multiple separated by commas.
  3. Each email receives its own copy of the list.

How to Set a Reminder Schedule

  1. In the Recipient & Settings section, find the Reminder dropdown.
  2. Select: None, 1 day before, 3 days before, or 1 week before the due date.
  3. Reminders are sent automatically based on the due date.

List Item Types

Short Text

Use for names, email addresses, short answers, or single values. Recipient sees a single-line text input.

Long Text

Use for explanations, descriptions, or multi-sentence answers. Recipient sees a multi-line text area.

File Upload

Use for requesting documents, images, or any file. Recipient sees an upload button and can upload one or more files.

Multiple Choice (Single Select)

Use for one answer from a fixed list (e.g., Yes/No). Recipient sees radio buttons — they can select only one option.

Checkbox (Multi-Select)

Use for selecting any number of answers from a list. Recipient sees checkboxes — they can select multiple options.

Supplies List Item

Only available in Supplies List type. Each item represents a supply/product. Recipient checks off each item they have fulfilled.

To-Do Item

Only available in To-Do List type. Each item is a task. Recipient checks off each task they have completed.

Table

Only available in Table list type. You define rows and columns with types (Text, Number, Checkbox). Recipient fills in each cell.

Advanced Features

AI Features

How to Generate List Items with AI

  1. Enter a Title (and optionally a Description) in the list builder.
  2. Click Generate with AI (✨ button).
  3. Confirm the prompt. AI generates and populates the item list based on your title.
  4. Review and edit as needed.
If you already have items, you will be warned that existing items will be replaced.

How to Import a List from a File with AI

  1. In the list builder, click AI Import (upload ⬆ icon).
  2. Click Choose File and select your file. Supported: CSV, XLS, XLSX, DOC, DOCX, PDF, PNG, JPG.
  3. Click Import. AI extracts the list items from the document.
  4. Review the Preview panel.
  5. Click Apply Items to populate the list builder.

How to Use the AI Assistant (as a Recipient)

  1. On the shared list page, click AI Assistant (✨ button).
  2. Click Get Suggestions.
  3. AI provides hints or suggested answers for each unanswered item.

Reminders

How Automated Reminders Work

When you set a reminder schedule (1 day, 3 days, or 7 days before due date), the system automatically sends a reminder email to the recipient when the scheduled date arrives.

How to Send a Manual Reminder

  1. Open the checklist detail page for a sent list.
  2. Scroll to the Share section.
  3. Click Send Reminder.
Manual reminders require the list to have a due date set.

How to Disable Automated Reminders

  1. Open the list in the editor.
  2. In the Recipient & Settings section, change the Reminder dropdown to None.
  3. Click Update.

Activity & Reminder History

How to View Recent Activity

  1. Go to listbeam.com/activity.
  2. The Activity tab shows a timeline of recent events (draft created, list sent, opened, submitted, completed).

How to View Reminder History

  1. Go to listbeam.com/activity.
  2. Click the Reminders tab.
  3. A table shows every reminder sent with recipient, date, type, and status.

Exporting

Exporting a List

  1. In the list builder or checklist detail page, click Export.
  2. Choose: PDF, Word (DOCX), CSV, or Image (PNG).

Exporting a Response

  1. On the checklist detail page, click Export Response.
  2. Choose: PDF, Word (DOCX), CSV, Image (PNG), or ZIP Archive (includes all uploaded files).

Exporting All Dashboard Data

  1. On the Dashboard, click Export Data in the right utility panel.
  2. Downloads checklist_data_export.csv with all your lists metadata.

Saving and Sending

How to Save a Draft

  1. Complete the list builder with a Title and at least one item.
  2. Click Save Draft.
  3. The list is saved with status Draft — no email is sent.
Pro subscription required.

How to Send a List

  1. Complete the list builder: Title, items, recipient email(s), access password, and optionally a due date and reminder schedule.
  2. Click Send.
  3. An invitation email is dispatched to each recipient with the share link and password.
Pro subscription required.

How to Edit a Saved or Sent List

  1. From the Dashboard, find the list you want to edit.
  2. Click the ⋯ actions menu → Edit, or click the list title.
  3. Make your changes and click Update.
Editing a sent list does not re-send the invitation email.

How to Resend a List

  1. From the Dashboard, open the checklist detail page.
  2. In the Share section, enter the recipient's email.
  3. Click Send Email.

How to Delete a List

  1. From the Dashboard, find the list.
  2. Click ⋯ actions menu → Delete.
  3. Confirm the deletion.

Working with Templates

What is a Template?

A template is a reusable list structure (title, description, items) without a recipient or password.

How to Save a List as a Template

From the list builder:

  1. After adding your items, click Save as Template.
  2. Choose Private (only you) or Public (visible to all users after admin approval).

From the create page:

  1. Go to /create?saveAsTemplate=1 or click Create Template from the Templates page.
  2. Build the list normally, then click Save Template.

How to Use a Template

  1. Go to listbeam.com/templates.
  2. Find the template you want.
  3. Click Use Template or Use This Template.
  4. The list builder opens pre-filled with the template's items and title.

How to Browse Templates

  1. Go to listbeam.com/templates.
  2. Use the Search bar to find templates by title or description.
  3. Use the Sort dropdown to order by Newest, Oldest, or Title.
  4. Use the All / Private / Public tabs to filter your view.

How to Share a Template

  1. On the Templates page, click ⋯ on any public template.
  2. Click Share to copy the template detail page link.
  3. Or click Copy "Use template" link to copy a direct link that opens the builder pre-filled with the template.

How to Delete a Template

  1. On the Templates page, click ⋯ on the template you want to delete.
  2. Click Delete.
Only the owner can delete their own templates.

Dashboard

How to View All Your Lists

Log in and go to listbeam.com/dashboard. All your lists are shown in a table with title, status, recipient, due date, and progress.

How to Filter Lists by Status

Click any status tab at the top of the dashboard table:

  • All — shows every list
  • Drafts — saved but not sent
  • Sent — sent, awaiting recipient to open
  • Opened — recipient has accessed the link
  • Submitted — recipient has submitted answers, awaiting your review
  • Completed — you have accepted the response

How to Search for a List

Use the Search input at the top of the dashboard. Type any part of the list title.

How to Bulk Delete Lists

  1. Check the checkbox on the left of each list row you want to delete.
  2. Or check the header checkbox to select all visible lists.
  3. Click Delete Selected (trash icon in the toolbar).

How to View Progress

Each list row shows a progress bar indicating how many items the recipient has completed (e.g., 3/8 items). This updates in real-time.

How to Refresh the Dashboard

Click the Refresh button (↻ icon).

How to Export All List Data

  1. In the right-side utility panel on the Dashboard, click Export Data.
  2. Downloads checklist_data_export.csv with all your lists metadata.

Contacts

How to View Your Contacts

On the Dashboard, the Contacts panel is visible in the left sidebar. It shows all people you have previously sent lists to, plus any contacts you have added manually.

How to Add a Contact Manually

  1. In the Contacts panel, click Add Contact (+ icon).
  2. Enter the contact's Email (required), First Name, and Last Name (optional).
  3. Click Save.

How to Edit a Contact

  1. Find the contact in the Contacts panel.
  2. Click the pencil ✏️ icon next to their name.
  3. Update the fields and click Save.

How to Delete a Contact

  1. Find the contact in the Contacts panel.
  2. Click the trash 🗑 icon next to their name.
  3. Confirm the deletion.

How to Use a Contact to Fill in the Recipient Field

  1. In the Contacts panel, click on any contact's name or email.
  2. Their email address will automatically be filled into the Recipient Email field in the list builder.
Contacts are automatically created/updated whenever you send a list to an email address.

Recipient Experience

This section is for people who have received a list and need to fill it out.

How to Access a List You Received

  1. Open the invitation email from the sender.
  2. Click the View Checklist button.
  3. Enter the password provided in the email.
  4. Click Access List.

How to Fill Out a Checklist

  • Short text / Long text: Click the input field and type your answer.
  • Multiple choice: Click the radio button next to your chosen answer.
  • Checkbox: Check all boxes that apply.
  • File upload: Click the Upload button, select your file, and wait for the upload to complete.

How to Upload a File

  1. On a File Upload item, click the upload area or Choose File button.
  2. Select the file from your computer.
  3. A progress bar shows the upload status.
  4. Once complete, the file name appears with a checkmark.

How to View Reference Attachments

  • Files appear as a labeled chip with a download icon — click to download.
  • Links appear as a named button — click to open the URL.

How to Track Your Progress

A sticky Progress Tracker bar at the top shows how many items you have completed (e.g., 5 / 8 Completed).

How to Save Your Progress

Your answers are auto-saved as you type. If you close the page and return later using the same link and password, your answers will still be there.

How to Get Help Filling Out a List (AI Assistant)

  1. Click the AI Assistant button (✨ icon).
  2. Click Get Suggestions.
  3. AI provides hints or suggested answers for each unanswered item.

How to Submit a List

  1. Click the Submit button at the bottom of the page.
  2. Click Confirm Submit.
  3. You will be redirected to a Thank You page.
Once submitted, you cannot edit your answers unless the sender rejects your submission.

Reviewing Responses

How to View a Submitted Response

  1. On your Dashboard, find the list with status Submitted.
  2. Click the list title or the View action to open the checklist detail page.
  3. Scroll down to the Submitted Responses section.

How to Accept a Response

  1. On the checklist detail page, scroll to the submitted response.
  2. Click Accept Response (green thumbs-up button).
  3. Confirm. The list status changes to Completed and the recipient receives an acceptance email.

How to Reject a Response

  1. On the checklist detail page, scroll to the submitted response.
  2. Click Reject Response (red thumbs-down button).
  3. Optionally, type a message to the recipient explaining what needs to be corrected.
  4. Click Yes, Reject Response.
Rejecting permanently removes the current submission. The recipient must submit again.

How to Export a Response

From the checklist detail page, click the Export dropdown button and choose a format:

  • PDF — Formatted PDF with all questions and answers
  • Word (DOCX) — Editable Word document
  • CSV — Spreadsheet with one row per item
  • Image (PNG) — Screenshot-style image
  • ZIP Archive — PDF report plus all uploaded files in folders

Account Management

Settings & Business Branding

How to Set Your Business Name

  1. Go to listbeam.com/settings.
  2. In the Business Name field, type your company or brand name.
  3. Click Save Settings.
This sets the sender name for invitation and reminder emails.

How to Set a Custom Reply-To Email

  1. Go to listbeam.com/settings.
  2. In the Reply-To Email field, enter the email address where replies should be sent.
  3. Click Save Settings.

Subscription & Billing

How to Subscribe to Pro

  1. Log in to your account.
  2. Go to listbeam.com/pricing.
  3. Click Get Started.
  4. Complete the Stripe checkout.
Pro is $12.99/month and unlocks saving, sending, contacts, reminders, attachments, and unlimited storage.

How to Manage Your Subscription

  1. Go to your Dashboard.
  2. In the right-side utility panel, find the Subscription card.
  3. Click Manage Subscription.
  4. You will be taken to the Stripe Customer Portal where you can update payment method or cancel.

What Happens When You Cancel

Your Pro access remains active until the end of the current billing period. After that, your account reverts to free/demo mode. Your saved lists and data are not deleted.

I Subscribed but It Still Shows "Subscribe"

  1. Log in and go to listbeam.com/pricing.
  2. The page will automatically attempt to sync your subscription from Stripe.
  3. If successful, you will be redirected to the Dashboard within a few seconds.

FAQ

Q: Can I try the app without creating an account? Yes. The homepage has a live demo where you can build, generate items with AI, import a file, and export — all without signing up. You cannot save or send lists without a Pro account.

Q: Does the recipient need a ListBeam account? No. Recipients access lists through a secure password-protected link.

Q: Can I send the same list to multiple people? Yes. Enter multiple email addresses separated by commas. Each person gets their own unique copy with their own link and password.

Q: What file types can recipients upload? There are no restrictions. Recipients can upload any file (PDF, images, Word, Excel, ZIP, etc.).

Q: Can I edit a list after sending it? Yes. Open the list from the Dashboard and click Edit → make changes → click Update. Edits do not re-send the invitation email.

Q: What happens if a recipient submits and I reject it? The submission is deleted and the recipient gets an email explaining they need to resubmit. The list status resets.

Q: Can the recipient save progress and come back later? Yes. Answers are automatically saved as they type. The recipient can return any time using the same link and password.

Q: Is my data secure? All lists are protected by unique passwords. Data is stored in Supabase with Row-Level Security (RLS) enforced. Files are stored in private Supabase Storage buckets.

Q: Can I use my own branding on emails? Yes. In Settings, you can set a Business Name (email sender) and a Reply-To Email.

Q: How do I contact support? Email: khalilhumam@gmail.com WhatsApp: +1.236.777.9820 (fastest response) Or visit the Contact page.

Last updated: April 2026