Articles on: Checklists

Create a checklist/test sheet template

When you have opened the Template-center you should see a view like the one below.

You can navigate between the Public, Company-shared and Private templates in the different menus.

Template area

Checklist-area (private, company and public templates)

Create a new template

Hit the "Add Template"-button and specify a name for the template and optional also a category.

The example below creates a ventilation template:

Create ventilation system checklist

Structure of checklist template

You have multiple options to customize and edit your templates. The screenshot below shows some of the menus, and below the screenshot, the individual menus are explained.

Structure of a checklist template

1) Information

The information area let's you specify the name and category. These informations are used to identify the template.

2) Visibility

It's in this box you can specify who can see and edit the template. It will as standard always be set as Private, but you can just change that to be shared with your company.

3) Availability

Your template will as default be available on all the projects, you are working on. You can limit the availability to specific projects.

The template will only be available to persons from your company. If you want to share it with persons from other companies on your projects, then tick the box.

4) Other

Various ways of importing items to the checklist - either from other templates, from Excel spreadsheets or by using our AI-integration.

5) Detailed description

In this area it's possible to attach a detailed description, e.g. of the test process.

6) Test procedure

It's down here where you add new checklist items.

Add items to the test procedure

When you add a topic/heading then you can add individual items to it. The screenshot below shows many of the fields, which you can customize.

Quick-start: Click on the "Import from other templates" and quick-import one of CxPlanner default templates.

Structure of a test item

Scope, Acceptance, Method, Tools, etc.

These fields are informational fields.

It's only required to add the name of the "Test items". All other fields are optional!

Required items

The checkboxes within the "Required items" allows you customize different requirements. In the example the "Photo" is ticked - when a user checks this item, their camera on their mobile device will automatically open let them attach a photo to the item.

Other options

For the advance users there are multiple other options. You can attach pictures to the individual items, specify answers, include responses (prefix) in the description, drag and drop the items and much more.

Updated on: 03/19/2023

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