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 feature. 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?
Admin managers and managers can update checklist templates within the Swept Web App.
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 on your initials in the top right corner and select Settings.
On the Settings page scroll down to Checklists and click the Checklist Settings button.
To add a new template click the green + Template button. To edit an already created template click on the line of the template.
The New Checklist Template will show as below:
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.
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.
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.
Covert a Checklist to a Checklist Template
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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