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.
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
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
You are required to have a real company-profile to access the Template-center. Contact support if you can't find it.
The examples below can vary depending on which modules there are enabled on your company-profile.
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!
You can access the Template-center in the sidebar, when you are on your main dashboard:
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
You are required to have a real company-profile to access the Template-center. Contact support if you can't find it.
The examples below can vary depending on which modules there are enabled on your company-profile.
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!