Creating/Editing Checklists

Details

Keeping track of the important things that need to be done at each of your locations has never been easier. Checklists let Cleaners know what tasks need to be completed each shift and enable Managers to track completed and incomplete tasks to keep a finger on the pulse of the business, wherever they are.

The Checklists feature provides a complete task tracking solution including custom checklists for each location. Have your team complete them as part of onsite shifts, and measure the results.

Who Has Access to Update Checklists?

Only managers and supervisors with access to the Swept Web App can update checklists.

When permissions are enabled or changed for a user, the user needs to log out and log back in to refresh their settings. This will update the information that displays on their dashboard.

Instructions

• Log in to the Swept Web App at https://app.sweptworks.com/.

• Click Locations in the left hand menu.

• Scroll down to the location you would like to add the checklist to and click the three horizontal dots. Select Checklists.

• To add a new checklist click the green + Checklist button. To edit an already created checklist click on the line of the checklist.

• The New Checklist page will show as below.

• Fill out the following information to create your new checklist.

1. Checklist Name - Enter the name of your checklist so cleaners and supervisors can easily select it from a list of checklists at this location.

2. Location Name - This field pre-populates with the name of the location you are entering the checklist for. This cannot be changed.

3. Description - Add in a description for this checklist. What is the checklists purpose? Are there any additional notes for this checklist?

4. 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.

5. 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.

6. Add From Template - Click Add From Template to add an already made template or templates to the checklist. Admin managers are able to create templates for checklists. To learn more read the article here: Checklist Templates.

7. Cancel - Cancel any work you have completed on the checklist by clicking Cancel. If you click cancel any work you have completed will be lost.

8. Save - Save your checklist by clicking the blue Save button.

Once a checklist is created you can delete the checklist from the Edit Checklist page by clicking on the down arrow by the blue save button and select Delete Checklist.

Re-ordering Your Checklist

You can re-order areas and items in your checklist 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.

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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