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For a limited time, all Swept users will have access to our checklists feature, giving managers and cleaners the opportunity to test our new Checklists is currently in Beta testing for Swept customers. If you have any questions please contact support@sweptworks.comfeature. Designed with “easy” in mind, an easy to use interface is paired with powerful reporting to help you stay connected with cleaners and clients. |
Did you create a checklist and need to convert it to a checklist template? Click here to go to instructions for this.
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.
Click here to see a video on creating checklists and checklist templates.
Who Has Access to Update Checklist Templates?
Only admin Admin managers and managers can update checklist templates within the Swept Web App.
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Once a template is created you can delete the template from the Edit Checklist Template page by clicking on the down arrow by the blue save button and select Delete Checklist.
Re-ordering Your Template
You can re-order areas and items in your checklist template by clicking on the two lines to the left of the area or item and dragging it to where you would like it moved. If you move an area then all items will move along with it.
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Deleting an Area and Item
You can delete areas and items by clicking the minus icon to the right of the area and item line.
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If you created a checklist and would like to create it as a template so you can easily copy it to other locations follow these instructions:
Sign in to the Swept Desktop App at https://app.sweptworks.com/ .
Go to Locations. On the line of the location with the checklist click the three dots and select Checklists.
Select the checklist you would like to update to a template.
Click on the arrow on the blue Save button. Select Save & Create Template. Once this is done any changes made will be saved to your checklist and a checklist template will be created.
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