Question 1

Add users to a project

Accepted Answer

When adding a user to a project, they get assigned to a Project role. This role decides what they can do on a project.

The different Project roles

There are 6 main roles:

Admin: Can do anything on the project (change settings, delete project, etc.)
Manager: Can add new users to project, create tasks and close tasks.
Consultant: Can create new tasks and and close tasks.
Designer: Can create new tasks, re-assign tasks, but only close tasks created by the user.
Contractor: Can create new tasks, re-assign tasks, but only close tasks created by the user.
Viewer: Can only view tasks.

Who can add users to a project

Only users with the Project role: Admin or Manager can add users to a project.

Adding users

When adding users there are two options:

Create new user and add to project
Add existing user to project

The main difference is that the latter requires the user to be added to another of your projects - it's a quick add from a dropdown list.

If the user never have had access before, then you need to create the user.

|| When adding a new user you can specify the User-group - read more about that in the other help article.

Add user to a project

Question 2

User-groups on a project

Accepted Answer

A User-group is smart way to set extra access requirements on one or more users.

You can combine multiple users from different companies into a User-group, and you can the restrict the access for this specific group.

Examples on User-groups

Turnkey contractor: Include the Turnkey Contractor and all sub-contractors. Now you can easily give access to the files-module.
Ventilation contractor: Now you can easily give access to specific folders to all of them, and you can limit so they only can see the tasks they are assigned to.

Options with a User-group

You have the following options when using User-groups:

** Limit view**: This will restrict so the users can only see the tasks which are assigned to them or assigned to their company.
Limit create new tasks: This will block the users from adding new tasks.
Access to folders in the files-module: You can give access to a User-group to specific folders. That way you don't need to assign access to each user.

Assigning users to a User-group

When adding a new user to a project, you will be asked to assign a User-group. It's optional, and you can always come back later and (re)assign the User-group.

Managing the User-groups

You access the User-groups by the little cog within the project settings.

Access the User-group menu

Updating the User-groups

The screenshot below shows how the i

Question 3

Auto-import checklists or test items

Accepted Answer

|| Read the article "Bulk import" first

Auto-import checklist or test items

This articles describes how you can specify an "Asset- or Equiptment"-type and attach multiple checklists to it.

When adding new items marked with the "Asset- or Equiptment"-type, the checklists will automatically be imported.

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The two import-types

There are two ways to attach checklists:

Sub-checklists: This way the attached checklists will be added as sub-checklists and change the item to a "folder".
Checklist items: This way the checklists items will added.

Sub-checklist

When you create a new checklist, you can choose to auto add multiple sub-checklist to it.

E.g. you can create an asset called 'Ventilation' and attach multiple sub-checklists to it, for example Mechanical complete, Functional check and System integration test. This will automatically add 3 sub-checklists to this asset.

It will then get this structure:

Ventilation

Mechanical complete
Functional check
System integration test

Sub-checklist example

Checklist items

Define an asset/equiptment type, and then attach one or more checklists to it.

When you create a new asset/equiptment of that type, the items from those checklists will be automatically imported.

E.g. you can create an asset called '

Question 4

Access API area

Accepted Answer

API area

You can integrate CxPlanner with various tools and software solutions.

This article describes how to find your API keys.

||| Do not share you API keys with anyone. They can be used to access your data.

|| You company needs to have enabled the API static key plugin

How to get the API key

You can only access the API area, if you company-role is "Administrator".

Click on you avatar in the top right corner
Click on "API Keys"

API area

Rate limit

The API is limit to 30 calls (POST/GET) per minute. More than that will result in a connection error.

Question 5

Add a new project

Accepted Answer

If you have access to it, you can add new projects to your company-platform. Navgiate to Projects in the sidebar.

Add project

The example below can differ from your project, as you can customize the project to your needs and with your own plugins.

Add new project

Clone a template

The little cog-icon in the top right corner of the white box gives you access to clone a template. This is a quick way to create a new project with the same structure as an existing project.

Question 6

Task mail integration

Accepted Answer

Task mail integration

You enable a project email address to receive emails and create tasks from them.

When using this email, you can either respond to a task (a comment is added) or create a new task.

You company needs to have enabled the Task mail plugin

Enable plugin

The plugin is enabled in the project settings, and you must be an admin to do this.

Go to the project settings
Click on the "Advanced" tab
Click on the "Enbale Task mail"

Project email

The email will have the following format:

project+IDENTIFIER@api.cxplanner.com

Creating a new task

There are two ways to create a new task. The first is simple, and the second is more complex.

Simple

Write an email and just ensure, that the email-content is the task name. When our API reaches the first new line, it will stop parsing the mail.

Send to: project+@api.cxplanner.com Subject: My new task Body: This lines is included And this line But this line is not included due to newline before

Complex

The complex way gives you more control over the task. You can add a longer name with line breaks, and you can set the status and assign people.

The example below will:

Create a task
Set the status to "Active" (if that status exists)
Assign the task to Thomas T (if that person exists and is a member of the project).

``` Send to: project+@api.cxplanner.com Subject: My new task Body: #stat

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