Articles on: Checklists

Quick navigation between checklists

Overview: quick navigation between checklists


Breadcrumb navigation at the top of a checklist lets you jump to a parent or sibling checklist, which is used on projects with large checklist hierarchies and many related tests.


It only covers checklists from the Asset module.


  • Your role can be any project role.
  • You can find breadcrumbs at the top of the open checklist view.
  • This does not change checklist data. It only changes which checklist you have open.


How to navigate between checklists


  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 a parent checklist or a sibling checklist.
  5. CxPlanner opens the selected checklist.


Screenshot: Quick navigation between checklists - How to - step by step


Results: quick navigation between checklists


  • The breadcrumb reflects the current checklist hierarchy
  • Selecting a parent moves one level up
  • Selecting a sibling moves sideways without leaving checklist view


Project role

Can use breadcrumb navigation

Admin

Yes

Manager

Yes

Consultant

Yes

Designer

Yes

Contractor

Yes

Viewer

Yes


Troubleshooting: quick navigation between checklists


Problem

Cause

Solution

Breadcrumb not visible

Checklist is not open

Open a specific checklist to see breadcrumbs

Dropdown shows few items

Checklist has no siblings or parent

Use the checklist overview to open other checklists

Updated on: 07/26/2026

Was this article helpful?

Share your feedback

Cancel

Thank you!