Find the template center for checklists
Hit the ground running with your own Template-center, where you can manage all of your checklists and test sheets.
The Template-center let's you either create your own checklists and test sheets, or use CxPlanner's default templates.
What can you do in the Template-center
There multiple ways to work with templates, but the main ways are:
- Create personal templates you use own your own projects
- Share templates with your company and streamline your workflows
- Import your Excel XLSX checklist and test sheets into CxPlanner
Different kind of templates
You can create multiple different templates to use on your projects. It depends on your company-profile which templates you have access to.
The basic templates are:
- Project templates (for full project setup)
- Checklists and test sheets
- Folder structures in the file-module
Public templates
You might also stumble across our public templates - CxPlanner's public templates are locked since all users have access to them, so they cannot be edited.
But you can get access to them easily! And heres how:
- Create a new template
- Click on the "Import from other templates"
- Select the template from the "public" section, and then it's yours to edit and use!
Template area
You can access the Template-center in the sidebar, when you are on your main dashboard:
Navigate to the Template-center:
Find the template in one of the menus:
Updated on: 06/13/2025
Thank you!