Completing a Checklist
Navigate to "Checklists" and then "Complete"
You will see all of the checklists that are due to be completed today
Find the checklist you want to complete and click the arrow next to it. If it is an on-demand checklist rather than a scheduled checklist, select it from the 'Start On Demand Checklist' dropdown
Answer the questions as prompted
As you answer, you can save your progress if needed using the "Save and Back" button. This will mark the checklist as started, and you can return to finish it later
You can also upload photos (e.g. of a cleaning floor or restocked items) to provide visual evidence of a task completion
Once all questions are answered click "Complete"
Within the "Checklist" tab the checklist will move into the 'Completed Today' section. You can always review the checklist later and make edits to it if needed.
At the end of the day, your completed checklist will be archived and move to the "History" tab.
Downloading Completed Checklist
Head to Checklists > History
Click 'Download' in the top right
Input the date range you would like to download using either 'due date' or 'completed date'
Optional: Select which checklists you want to download
Optional: Select the sites you'd like to download checklists for
Optional: select which user you'd like to download checklists for
Click Download
This generates the checklists into a CSV/ZIP format.
Checklist Completion FAQs
Why can't I see my on demand checklists?
On Demand checklists won't appear in the "Complete" tab for sites the same way as daily/weekly/monthly checklists. To launch an On Demand checklist just click the "Start On Demand Checklist" button in the top right. A dropdown will appear where you can select the On Demand checklist you'd like to complete.
What happens if I forgot to complete a checklist?
Checklists which are not completed on the day or time they are scheduled to be will move into the "Overdue" section at the top of the page.
Can I edit a checklist after I have completed it?
Yes, if it is the same day it was submitted you can edit a checklist. Just find the checklist in the "Completed Today" section, click the eye icon, and save your changes. Once a checklist moves to "History" it cannot be edited.
Can I download my completed checklists?
Yes, simply use the boxes to select the checklists you'd like to download and click 'download selected'. This generates the checklists into a CSV/ZIP format.