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- Getting started & Onboarding videosMain onboarding videos for using the platform can be found here.
- SettingsSet up and customize your own profile. Change password, avatar, 2FA etc.
- ProjectsProject structure and how to work with project users.
- ChecklistsChecklist, Test sheets, Equipment types. Build your test sheets and template center.
- Tasks / IssuesTasks and Issues on the projects. Add new tasks and create punch lists.
- Files moduleStore all drawings and files in one place and perform online annotation.
- Users and access levelsThe different access levels and roles on a project. What can each user do and change in the platform.
- TemplatesExplore our Template Center with templates designed to help you work smarter and more efficiently
- Reporting and AnalyticsGet real-time insights on your project with dashboards and custom reports.
- Gantt schedule / timelineWhere you see how to import a schedule from MS Project, create tasks, set a baseline, and generally work within the schedule
- SafetyLearn how to best protect your account with two-factor authentication, YubiKey, and other security measures
- TroubleshootingGet quick solutions to problems on our troubleshooting page, where you'll find guides and answers to the most common issues
- APIAPI area, features and integrations with CxPlanner.
- FAQFrequently Asked Questions