How do I complete checklist tasks in the mobile app?

Use the Checklist tab while you are on site to see the cleaning tasks for your shift or job, record each task as you finish it, and attach proof when your company requires it.

Applies to: Cleaners whose role includes Checklist (Cleaner) and who have access to the location. An administrator assigns checklists and task settings in the web portal.

Before You Start

Open the correct shift or job for the date you are working. A location checklist, a shift-specific checklist, and a work-order checklist can be different.
Check in before recording work. You can view a checklist before check-in, but the app will not let you complete its tasks unless you are checked in to the shift, job, or location you opened.
If your administrator recently changed a checklist, connect to the internet and open MORE > Sync before you start.

Tasks can follow daily, weekly, monthly, or shift-based schedules. The list you see is the work due for the date attached to the shift or job you opened.

Complete Your Checklist

From HOME, open the location under Your next shift, or use MY JOBS to select the correct shift or job.
Check in to the location if you have not already.
Tap the Checklist tab in the location header. You may need to scroll the row of location tabs.
Find the checklist you need. Its name may include a room, floor, or other area before the checklist name.
Tap Expand all, or tap one checklist heading, to show its tasks.
Complete each task using the control your company has enabled: - Check mark: Tap the circle or task once to complete it. Tap it again if you marked it by mistake. - Task timer: Tap the task to start its timer, then tap it again when you finish. Stopping the timer completes the task. Only one task timer runs at a time.
Watch the completed/total count and progress bar on each checklist. A green check appears when every displayed task in that checklist is complete.

If Select all appears, your company allows bulk completion. Use it only after you have actually finished every task. Complete tasks that request photo or video proof one at a time.

Add a Photo or Video to a Task

Some tasks require a live photo or video before they can be completed.

Tap the task.
When Photo or video required appears, tap Attach photo or video.
Take a new photo or record a new video. A file already saved in your phone's gallery does not satisfy a live-media requirement.
Confirm the capture. The attachment appears with the task, and the app completes the task.

When photo proof is optional, a ⋯ menu may let you choose Attach photo or video. If the task has instructions from your company, the same menu may show Training Media.

Use a Barcode or Tag to Find an Area Checklist

If your company placed a barcode or NFC tag in a room or area, use Barcode or Tag at the bottom of the Checklist tab. A successful scan filters the page to the checklist assigned to that area. Tap the clear-filter icon near the progress count to show every checklist again.

NFC Tag filtering requires your company's advanced-task subscription. The Scan Points tab records visits to scan points; it is separate from using Barcode or Tag to filter the checklist.

Before You Check Out

If tasks are unfinished, the app may show There are uncompleted tasks and ask, Do you want to check out without completing all of the tasks? Return to the checklist when you still have work to finish. Your company may allow Check out anyway.

If you worked without a connection, your completions and task photos are kept on the phone for syncing. Reconnect and sync before checking out whenever possible. Check HOME for an items-to-sync message, then open MORE > Sync if anything is waiting.

If the Checklist or Tasks Are Missing

There is no Checklist tab. Ask an administrator to confirm that your role includes Checklist (Cleaner). After a permission change, sync or log out and back in.
The tab says “No checklists have been added to this location or job.” Confirm that you opened the correct location, date, shift, or job. Work orders have their own checklist assignments.
A checklist is present but a task is missing. The task may not be due that day, may be hidden at this location, or may be set for inspections instead of cleaning.
A new or changed checklist is not showing. Pull down on the Checklist tab to refresh, or use MORE > Sync while connected.
Tapping a task does not complete it. Make sure you are checked in to the shift, job, or location you are viewing. If a timer appears, tap once to start it and again to finish.
A required-photo task will not complete. Allow camera access and use the live photo or video option in the prompt. Make sure the attachment appears on the task.

Administrators can review How do I add a checklist to a location? and Why are my checklists not appearing? for assignment, work-order, recurrence, and task-visibility checks.