Learn how to create and implement the Checklist feature. Help guide Cleaners and Supervisors throughout their jobs and report on their tasks.
Who can create a Checklist?
Managers and Supervisors with access to the Web App can create Checklists. Managers and Supervisors can track uncompleted tasks and completed Checklists using the Checklist Results Report (only available on the Web App).
Checklist templates are not accessible to Supervisors.
Who can create Checklist Templates?
Admin Managers & Managers can create Checklist Templates.
Edit a checklist
- Sign in to the Swept Web App.
- Go to Locations. Click the three dots and select Checklists.
- Select a Checklist
- Edit the Checklist
- Click the SAVE blue button from the top right corner
Delete an Area and an Item
Click the Minus icon to the right of the area and item line to delete the line
Delete a checklist
- Sign in to the Swept Web App.
- Go to Locations. Click the three dots and select Checklists.
- Select a Checklist
- Select the Arrow next to the blue Save button on the top right corner
- Select Delete Checklist from the drop-down menu
Convert a Checklist to a Checklist Template
- Sign in to the Swept Web App.
- Go to Locations. Click the three dots and select Checklists.
- Select the checklist you would like to update to a template.
- Click on the Arrow next to the blue Save button. Select Save & Create Template.
Learn how to assign a checklist to a cleaner here.
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