Create new checklist modules or sidebar shortcuts

Overview

How do I organize checklists into separate groups or modules?

If you are managing hundreds or even thousands of checklists in CxPlanner, you can divide them into custom modules or create shortcuts in the sidebar for easier navigation. This allows you to keep systems, subsystems, and test phases organized.

Only users with the project role Admin can create or manage checklist modules and shortcuts

When and why to use this

You might want to create new modules or shortcuts when:

You have many checklists that need to be grouped for easier navigation.
You want to separate different test phases (e.g., Level 1 vs. Level 2).
You want to distinguish between disciplines (e.g., mechanical vs. electrical).
You need specific sub-menus to show only relevant systems.

System behavior to keep in mind:

Checklists created in a new module instance are stored separately from the default module.
If a module instance is deleted, its checklists are automatically moved back to the default module.
Shortcuts in the sidebar do not move or duplicate checklists - they just provide alternative navigation.

How to - step by step

Create a shortcut from the sidebar

Go to System and Test view.
Right-click on a checklist, system, or asset.
Select Add shortcut to sidebar.
The new shortcut will now appear in your sidebar for quick access.

Video example:

Create a new module instance

Open the Menu.
Select Settings.
Scroll all the way down to the bottom and click Add new module instance.
(Optional) Change the sorting order in the sidebar.
(Optional) Update the module name.
To remove it, select Delete.

Behavior and results

Shortcut behavior

Shortcuts are simply quick links.
They do not move, duplicate, or separate checklists.
Useful when you need to create “zones” for specific sub-systems.

Module instance behavior

Each module instance functions as a separate container.
All checklists created inside remain isolated from other modules.
If you delete the module instance, its checklists are returned to the default module.

Troubleshooting

Problem	Cause	Solution
Can't create shortcut or module	Insufficient project role	Ask a project Admin to grant access
Deleted module but checklists missing	They were moved to the default module	Check the default module in the sidebar
Sidebar shortcut not showing	Refresh not applied	Refresh the page and check again

Quick facts

Requires: Project role Admin or higher
Location: Menu → Settings (for modules) / System & Test view (for shortcuts)
Affects: Checklist organization, sidebar navigation

Updated on: 08/18/2025

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