Create a Setlist | ChartBuilder

Build and access your organization's setlists to use dynamic charts that match the tracks in ChartBuilder.

Trevor avatar
Written by Trevor
Updated this week

Note: The following article is an excerpt from the ChartBuilder User Guide. Visit for more in-depth information on how to use ChartBuilder.

Video Guide

Create a New Setlist

Start planning for Sunday by building your first setlist.

Tap “New Setlist” in the Setlist screen to begin building your first setlist.

  • Setlist Name: Name your setlist whatever makes the most sense for your team.

  • Pin: Choose to pin the setlist at the top of your Upcoming Setlists instead of assigning a date.

  • Date & Time: Determine the date and time of this setlist.

Tap Done to finish building the setlist shell. ChartBuilder will then open the Setlist Overview page, the home of this setlist. This is where you will add/remove songs, edit song order, save and restore Cloud versions of the setlist, and manage team members added to the setlist.

Add Songs to the Setlist

The first step of building a setlist is to add songs. This can be done from a few places in the app. Here we will break down the SetlistBuilder experience, accessible directly in the Setlist Overview page.

If your setlist is empty, you will see an "Add Songs" button. The Add Songs button in your setlist opens a condensed Browse experience for adding songs to the currently opened setlist. The SetlistBuilder menu header shows the setlist name, number of songs currently in the setlist, and the total setlist time length.

  • Tap “Add Songs” in the Setlist Overview page, opening the SetlistBuilder song search.

  • Filter Browse by All Catalog Songs, Library, or Cloud. Search for any song in the catalog.

  • Tap + to quick-add any song to the current setlist, instantly adding the song.

  • Tap the X in the top right to return to the Setlist overview, where you will see the songs added in order.

Once songs have been added to the setlist, tap Open Setlist to open the first song’s chart.

Loading a Setlist

Setlists created from, Playback, or another ChartBuilder device in your organization can be opened directly in ChartBuilder. As previously mentioned, content and user permissions apply when opening a setlist.

While in the main Setlists tab view, use the Upcoming and Past filters under Search to find every setlist created and available in the organization sorted by date.

Tap on a setlist cell to open the Overview page.

Setlist Cell

Each Setlist cell gives you a high-level view of the setlist as well as some quick access actions without needing to open it.

  • Setlist Name, number of songs, and total setlist time length

  • The 4-album art shows the album art of the first 4 songs in the setlist

  • See the date of the setlist by day and year

  • See the image avatars of the team members added to the setlist

Tap the ellipsis(i.e., 3-dot icon) in the right of the setlist cell to open the Quick Access menu:

  • Open Setlist: Open the Setlist Overview page to see the song list and open charts

  • View Setlist Note: See the note saved with the latest saved version of this setlist

  • Email Team: Send a quick email to all team members added to this setlist informing them that the setlist is ready to view.

  • Duplicate Setlist: Create a copy of this setlist with a new name and date.

  • Delete Setlist: Permanently delete this setlist from your organization. This cannot be undone.

Editing Setlists

Editing Setlist Video Guide

Edit Mode

While in the Setlist Overview, Tap Edit in the top right of the screen to make setlist edits.

  • Add Song: Tap the “Add Songs” button at the top of the song order to enter the SetlistBuilder menu

  • Delete Song: Tap the Delete icon or swipe left to Delete a song from the setlist

  • Change Order: Tap and Hold the stack icon (i.e., three horizontal lines) on the right of any song cell to drag the song to a new position in the setlist order

Once pressing Done, ChartBuilder will prompt you to save changes to the Cloud if any changes were made. Saved changes will be available for other users with access to the setlist to update on their own ChartBuilder devices – more on Setlist Saving below.

Edit Setlist Details

Tap the ellipsis icon (i.e., 3-dot icon) next to Edit to open the quick access menu. Tap Edit Setlist Details to make changes to the setlist Name, Date, and Pin toggle. Save to cloud and these changes will be available across other devices.

Saving Setlists

Setlists in are connected across the ecosystem. If changes are saved by a user with the proper permissions, the saved version of the setlist in the cloud is updated and accessible by any team members with access to the setlist in Playback or ChartBuilder.

Setlist Saving Permissions

There are four levels of permissions that can be granted to team members in an organization, and each level has different setlist access. Learn more about user permissions management here.

What ChartBuilder changes are saved?

There are some setlist changes that will be saved to cloud and some changes that are only saved to the local device.

Setlist changes that are saved:

  • Setlist title / Date

  • Song order changes

  • Song arrangement and key

  • Team member access

NOTE: Chart customization (any filter changes or toggles) are not saved to the cloud. These are local-only for a specific device and determined by personal preference.

How to Save a Setlist

After any of the above changes have been made to a setlist while in Edit mode, tap done. The prompt will ask for you to either Save to the cloud, or keep changes local only.

  • Tap Save to Cloud in the setlist Quick Access menu.

  • Leave an optional note for your team describing which changes were recently saved

  • Tap Save. The setlist version just saved will now be available for other users on their own ChartBuilder and Playback devices.

Restoring a Setlist

If “Not Now” is chosen, this means that the local version of the loaded setlist is not synced with what is saved to the cloud. However, if you no longer want to keep the changes locally made to the setlist, there is an easy way to re-load the cloud saved version.

  • Tap Restore From Cloud in the setlist Quick Access menu. This will display the note left with the latest saved version and present the option to Update the local setlist.

  • Tap Update, and the Cloud version will be loaded onto your local device.

Did this answer your question?