Quick navigation between checklists

Overview

How can I move quickly between checklists without scrolling through long lists?

When working on projects with hundreds of checklists, jumping directly to a related checklist saves time and keeps you efficient. CxPlanner provides breadcrumb navigation at the top of every checklist so you can easily switch between parent and sibling checklists.

When and why to use this

You should use breadcrumb navigation when you want to:

• Avoid scrolling through long lists of checklists.
• Jump directly to a parent checklist.
• Switch quickly between sibling checklists.
• Keep your workflow efficient without returning to the overview page.

Key facts:

• Breadcrumbs appear at the top of the checklist view.
• Navigation is instant – no need to reload the checklist overview.
• Works on projects with small or very large checklist structures.

How to - step by step

1. Open the checklist you are working on.
2. Locate the breadcrumb navigation at the top of the page.
3. Click the breadcrumb to open the navigation dropdown.
4. Select either a parent checklist or a sibling checklist.
5. You will be taken directly to the selected checklist.

Behavior and results

• The breadcrumb always reflects the current checklist’s hierarchy.
• Selecting a parent takes you one level up in the checklist structure.
• Selecting a sibling lets you move sideways without leaving the checklist.

Permission matrix

Troubleshooting

Quick facts

• Requires: Any project role
• Location: Checklist → Top navigation bar
• Affects: Checklist navigation speed and usability

Updated on: 08/20/2025