Customize the Checklist Overview Settings (Percentage, Columns, etc.)
Overview
How do I configure the overview settings for checklists?
CxPlanner allows you to customize the checklist overview to match your preferred layout and workflow. You can control columns, sorting, calculation methods, sidebar items, and action buttons.
You might find this module or area named: "System and test view", "Site inspection overview", "QA/QC overview".
When and why to use this
Use the overview settings to optimize checklist visibility, progress tracking, and access to important actions.
- Modify which columns are shown and how they're ordered
- Enable or disable action buttons in the overview
- Choose how percentage completion is calculated
- Change the sorting behavior of checklist items
- Add shortcuts or tools in the left sidebar via structured menus
Steps to customize the overview:
- Go to Menu → Settings.
- Open the Checklist overview settings section.
- Adjust the configuration using the available controls:
Custom buttons
You can show action buttons like “Create Task” directly in the overview. This is an advanced and rarely used feature, we recommend not to change the settings.
- On desktop, buttons appear in columns.
- On mobile, buttons are shown under the checklist name.
Customize columns
You can manage the visibility, order, and names of columns. All of these options are customization, so whether you need the "Responsible" column to before the Status or name, that's up to you. You can drag and drop the columns to the location you want, and change the names to what fits your project.
- Visibility: Check or uncheck to show/hide a column.
- Name: Rename a column (note: some have fixed names).
- Order: Drag and drop using the handle icon to reorder columns.
Percentage calculation
You can define how the project progress is calculated in the overview.
Default behavior:
- The percentage is based on fully approved checklists only.
- A checklist must be marked as Approved for it to count in progress.
Optional calculation methods:
- You can select alternative methods to include partial completions.
Why is my percentage showing 0%?
- You’re using the default method, which doesn’t count checklists until they’re approved.
How to fix it:
- Go to settings and select a different calculation method.
Sorting
The default sorting is alphabetical. You can:
- Change the sort order of the overview columns
- Define how child elements (like sub-tasks or sub-systems) are sorted
Add new items to the sidebar
You can create custom structure entries in the left-hand menu.
- Refer to the guide: Structure checklist and systems with new menus
Behavior and results
Setting | Behavior |
|---|---|
Action buttons | Appears in overview if enabled in settings |
Column visibility/order | Determines which data is visible and where |
Completion percentage | Calculated based on method selected (Approved only vs. Partial) |
Sorting | Affects both main and child checklist item order |
Sidebar structure | Custom menus appear in left sidebar |
Troubleshooting
Problem | Cause | Solution |
|---|---|---|
Buttons not visible | Not enabled in settings | Enable via Checklist overview settings |
Columns missing or out of order | Not marked as visible or incorrectly ordered | Adjust column settings in the editor |
Percentage stuck at 0% | Using “Approved-only” method | Select a different calculation method |
Sidebar item not showing | Structure menu not configured | See linked help article |
Quick facts
- Requires: Project role Manager or Admin
- Location: Menu → Settings → Checklist Overview
- Affects: Overview layout, checklist progress tracking, menu navigation
Updated on: 07/29/2025
Thank you!