Use CxPlanner in Offline Mode
Overview
How do I work with CxPlanner when offline or in areas with poor internet connection?
CxPlanner supports full and partial offline functionality, especially optimized for mobile and tablet use. You can complete checklists, take photos, and create tasks offline. When internet access is restored, your data syncs automatically.
When and why to use this
Offline mode is ideal for field conditions where connectivity is poor or unavailable, such as:
- Mechanical rooms, basements, or remote job sites
- Situations with unstable Wi-Fi or mobile data
- Preloading tasks before entering offline environments
Key points:
- Enables continuous work even without internet
- Checklists, photos, and tasks are saved locally
- Data syncs automatically once you're back online
- Conflicts are stacked — no data is overwritten
- Most useful on mobile and tablet devices
Steps: Prepare for offline work (mobile & tablet)
- On your mobile or tablet, open your project.
- In the left sidebar, scroll to the bottom and click Offline synchronization.
- Tap Synchronize data to cache.
- Choose what to sync (e.g., checklists you're assigned to).
- You’re now ready to work offline.
Steps: Prepare for offline work (desktop)
- Click your avatar in the top right corner.
- Select Offline synchronization.
- Click Synchronize data to cache and select what you need.
Behavior and results
Feature | Description |
|---|---|
Offline access | Full access via mobile/tablet app; available on desktop |
Checklist access | Must be assigned to the checklist before syncing |
Task and photo uploads | Fully supported offline |
Sync behavior | All changes are queued and uploaded when connection resumes |
Conflict handling | Admins can resolve conflicting edits after sync |
Upload pause option | Avoid sync attempts on poor connections |
Storage limits | Sync only what you need — depends on your device storage |
Optional: Pause sync if needed
If you’re in an area with weak or inconsistent signal, you can pause uploads:
- This avoids failed uploads or partial data transfer.
- Continue working offline; sync manually later by un-pausing.
Troubleshooting
Problem | Cause | Solution |
|---|---|---|
Checklist not syncing | Not assigned or sync incomplete | Assign before going offline, re-sync |
No data uploaded after reconnect | Uploads paused | Resume from the offline menu |
Checklist missing | Not included in selected sync data | Re-sync and select more checklists |
Quick facts
- Requires: Any user role
- Location Mobile: Project sidebar → Offline synchronization
- Location Desktop: Avatar menu → Offline synchronization
- Affects: Checklist access, task creation, photo uploads, sync timing
Updated on: 07/25/2025
Thank you!