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Tutorial: Creating checklist templates (quick)

Overview: checklist templates in Template Center


Template Center lets you build reusable commissioning checklists and test scripts with blocks, line items, requirements, and visibility settings, which is used when you want standard tests shared across your company or linked to projects.


This guide is a quick tutorial video plus condensed steps. For Excel or DOCX import into templates, see the dedicated Template Center import articles.


  • Your role must be company Moderator or higher, or project Manager or higher, depending on where you create the template.
  • You can find the menu at Template Center - Add Template.
  • This changes template library content used by checklists, workflows, asset data sync, and PDF exports.


Creating and sharing company templates typically requires company Moderator or Admin.


Video guide: creating checklist templates



How to create a checklist template


Open Template Center

  1. Open CxPlanner.
  2. In the left sidebar, click Template Center.


Templates are grouped as Personal, Company, Project, Public & Suggested


Create and configure the template

  1. Click Add Template.
  2. Enter a name, and set a category and presenter if needed.
  3. Select Visible for Company if the team should see it.
  4. Choose who can edit (for example Company Moderators).
  5. Leave availability settings as default unless you need to lock the template to specific projects.


Build content

  1. Use Import to pull from an existing template or from Excel.
  2. Click Add New Block, then Add Test Item Block.
  3. Name the block and add line items with labels and fields.
  4. Optionally add scope, acceptance criteria, and method and tools.
  5. Require a photo or numeric input where needed, and enable Required Comment for failed items.
  6. Use an Action Block for signatures or extra note fields.
  7. Optionally enable Sync Value to Asset Checklist to write values onto asset records.
  8. Review name, structure, visibility, and permissions, then save.


Results: checklist templates


  • Templates can be reused across projects
  • Visibility follows the permissions you set
  • Changes to a shared template affect users with access
  • Linked templates apply to the relevant projects


Template type

Visibility

Editable by

My Templates

Only you

Template creator

Company Templates

All company members

Moderators and Admins

Project Templates

Project members

Project Managers and Admins

Public Templates

All CxPlanner users

Not editable


Troubleshooting: checklist templates


Problem

Cause

Solution

Template not visible to the team

Visibility not set to company share

Edit the template and enable Visible for Company

Cannot edit a shared template

Your role is below Moderator or Admin for that template

Ask a company Moderator or Admin to grant edit rights or make the change

Imported data is missing

Excel or source template formatting issue

Check the source headers and structure, then re-import

Template changes not appearing in a project

Template not linked to the project

Re-link the template under project settings

Updated on: 08/03/2026

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