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Checklists is currently in Beta testing for Swept customers. If you have any questions please contact support@sweptworks.com. |
Details
Easily create checklists by first creating a checklist template within Swept. If a checklist is going to be created at multiple locations you will first want to create a template to save you time when creating the checklist for the location. When you go to create a checklist then you are able to click Add From Template to add the previously created template.
Who Has Access to Update Checklist Templates?
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Fill out the following information to create your new checklist.
Template Name - Enter the name of your checklist template so managers and supervisors can easily select it from a list of templates when creating a checklist.
Description - Add in a description for this template. What is the templates purpose? Are there any additional notes for this template?
New Area Title - Checklists can be separated in to sections by clicking the + Add New Area button at the bottom. Add the title for this section of the checklist here.
New Item - This will be the task that is checked as the checklist is completed. You can add a description of this task by clicking on the Description field beside the item. Descriptions are limited to 500 characters. New items can be added by clicking + Add Item.
Add From Template - Click Add From Template to add an already made template or templates to the template.
Cancel - Cancel any work you have completed on this template by clicking Cancel. If you click cancel any work you have completed will be lost.
Save - Save your template by clicking the blue Save button.
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