Generate QR Codes in CxPlanner

Overview

How do I create QR codes in CxPlanner to access projects, checklists, or tasks more easily?

QR codes provide a fast way to access specific elements in CxPlanner without typing URLs or navigating folder structures. This is particularly useful on

construction sites where quick access to information is critical.

Only users with the project role Manager or higher can create QR codes.

When and why to use this

QR codes can be used in several scenarios to save time and reduce errors:

Provide contractors with direct access to add observations without logging in.
Link a checklist or task directly so it can be opened on-site with a phone or tablet.
Share project elements with external stakeholders through a scannable link.

Limitations to keep in mind:

Manual QR codes can allow access without a CxPlanner login. After creating this type, you must add the user to the project as a Contractor.
Quick QR codes are linked to existing project elements and require project access.

How to - step by step

There are two ways to create QR codes in CxPlanner: manual creation and quick creation.

Manual creation

Use this if you want full control over the QR code content.

Go to Settings.
Navigate to the QR Codes tab.
Click Add New.
Enter what the QR code should link to and where it will be used.
Confirm – the QR code is now generated and can be saved or shared.

Step 1 & 2

Step 3

Step 4 & 5

Quick creation

Use this for fast generation of a QR code for a checklist or element.

Find the element you want to create a QR code for and right-click on it.
Select Create QR Code from the menu.
Enter a description of the QR code and define its use.
Confirm – the QR code is now generated and can be saved or shared.

Step 1 & 2

Step 3 & 4

Behavior and results

Manual QR codes – can be used by people without CxPlanner login. Best for observations or external reporting.
Quick QR codes – tied to specific project elements, e.g., checklists. Best for internal use and fast access.

Permission matrix

Role	Can create QR codes	Can use QR codes
Viewer	No	Yes (if shared)
Contractor	No	Yes
Designer	No	Yes
Consultant	No	Yes
Manager	Yes	Yes
Admin	Yes	Yes

Troubleshooting

Problem	Cause	Solution
Can't create a QR code	Insufficient permissions	Ensure you are Manager role or higher
QR code does not open the project	User is not part of the project	Add the user as a Contractor or higher
QR code shows outdated content	Linked element has changed or been deleted	Generate a new QR code

Quick facts

Requires: Project role Manager or higher
Location: Settings → QR Codes or Right-click element → Create QR Code
Affects: Project navigation, checklists, observations, task sharing

Updated on: 08/18/2025

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