Customize the System & Test view (Percentage, Columns, etc.)
You can customize the overview in the settings. Access the settings with "Menu => Settings".
You must be either a Manager or Admin to access these settings.
You can specify whether you need more action buttons shown in the overview. E.g. the "Create task" button will create a new task within the checklist, but done from the overview area.
On desktop the buttons will be in individual columns. On mobile device the buttons are showed directly under the checklists name.
You can customize the columns to show in the overview.
Visibility: Just set a check in the "visible".
Name: You can also change the name for the columns. (some columns have static naming)
Order: You can drag and drop the order by dragging on the icon to the left
The main percentage column in CxPlanner can be calculated using different methods depending on what you want to track. Here's how it works:
How the Percentage is Calculated
By default, CxPlanner calculates the percentage based only on Approved checklists. This means that
A checklist must be fully marked as Approved before it counts toward your project's completion percentage.
So, even if some items or sub-tests are filled out, the percentage will remain 0% until the checklist itself is approved.
You can choose from different percentage calculation methods in the settings:
You're using the default calculation, which only counts fully approved checklists
How can I fix it?
Change the calculation method
Go to the settings and choose a different method if you want partial progress to count.
The default sorting is always alphabetic. You can change which columns to sort on, and you can also change which column the childs should be sorted by.
Please see this help article Structure checklist and systems with new menus
You must be either a Manager or Admin to access these settings.
Custom buttons
You can specify whether you need more action buttons shown in the overview. E.g. the "Create task" button will create a new task within the checklist, but done from the overview area.
On desktop the buttons will be in individual columns. On mobile device the buttons are showed directly under the checklists name.
Columns
You can customize the columns to show in the overview.
Visibility: Just set a check in the "visible".
Name: You can also change the name for the columns. (some columns have static naming)
Order: You can drag and drop the order by dragging on the icon to the left
Percentage
Percentage Calculation in CxPlanner
The main percentage column in CxPlanner can be calculated using different methods depending on what you want to track. Here's how it works:
How the Percentage is Calculated
By default, CxPlanner calculates the percentage based only on Approved checklists. This means that
A checklist must be fully marked as Approved before it counts toward your project's completion percentage.
So, even if some items or sub-tests are filled out, the percentage will remain 0% until the checklist itself is approved.
Calculation Methods
You can choose from different percentage calculation methods in the settings:
Why is my percentage showing 0%
You're using the default calculation, which only counts fully approved checklists
How can I fix it?
Change the calculation method
Go to the settings and choose a different method if you want partial progress to count.
Sorting
The default sorting is always alphabetic. You can change which columns to sort on, and you can also change which column the childs should be sorted by.
Adding new items in the sidebar
Please see this help article Structure checklist and systems with new menus
Updated on: 05/06/2025
Thank you!