Customize the System & Test view (Percentage, Columns, etc.)

You can customize the overview in the settings. Access the settings with "Menu => 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.

1. Visibility: Just set a check in the "visible".
2. Name: You can also change the name for the columns. (some columns have static naming)
3. 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
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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?
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• 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