How to Customize Your Project Overview (Including Percentage & Columns)
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:
Approved Checklists (default)
Only checklists marked as Approved are counted.
This method ensures that only fully completed and verified work contributes to your progress.
Approved and Temporary Approved Checklists
Includes checklists that are either Approved or Temporary Approved
All items in the checklist must be checked, and it also includes N/A and Failed items in the calculation
Ideal if you want to track progress more loosely before final approval
Test Items
Tracks the number of Approved test items, even if the checklist isn’t fully approved
For example, if a checklist is 20% complete, that 20% will be reflected in your overall percentage
Test Items and Tasks (Observations)
Includes both Approved test items and Tasks from the Observations area
Useful if you're managing a broader scope of work that includes additional observations or task tracking
The Status column is disabled, so no items are marked as Approved
You're using the default calculation, which only counts fully approved checklists
How can I fix it?
You have two options:
Enable the Status column
This lets you mark items or checklists as Approved, which updates the percentage.
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:
Approved Checklists (default)
Only checklists marked as Approved are counted.
This method ensures that only fully completed and verified work contributes to your progress.
Approved and Temporary Approved Checklists
Includes checklists that are either Approved or Temporary Approved
All items in the checklist must be checked, and it also includes N/A and Failed items in the calculation
Ideal if you want to track progress more loosely before final approval
Test Items
Tracks the number of Approved test items, even if the checklist isn’t fully approved
For example, if a checklist is 20% complete, that 20% will be reflected in your overall percentage
Test Items and Tasks (Observations)
Includes both Approved test items and Tasks from the Observations area
Useful if you're managing a broader scope of work that includes additional observations or task tracking
Why is my percentage showing 0%
The Status column is disabled, so no items are marked as Approved
You're using the default calculation, which only counts fully approved checklists
How can I fix it?
You have two options:
Enable the Status column
This lets you mark items or checklists as Approved, which updates the percentage.
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: 03/28/2025
Thank you!