Use CxPlanner in Offline Mode
Overview: offline mode
Offline mode in CxPlanner lets you complete checklists, take photos, and create tasks without internet, then sync when the connection returns, which is used on mobile and tablet in mechanical rooms, basements, and remote sites.
For pending uploads after reconnect, see the cloud upload help page for tasks and pictures.
- Your role can be any CxPlanner user.
- You can find the menu at project sidebar - Offline synchronization on mobile and tablet, or avatar menu - Offline synchronization on desktop.
- This caches selected project data on the device and queues checklist answers, tasks, and photos for upload when you reconnect.
How to prepare for offline work on mobile and tablet
- Open your project on mobile or tablet.
- In the left sidebar, scroll to the bottom and click Offline synchronization.
- Tap Synchronize data to cache.
- Choose what to sync, for example checklists you are assigned to.
- Work offline. Changes queue until the connection returns.
How to prepare for offline work on desktop
- Click your avatar in the top right corner.
- Select Offline synchronization.
- Click Synchronize data to cache and select what you need.
Optional: pause uploads on a weak connection
- Pause uploads so CxPlanner does not attempt sync on an unstable signal.
- Continue working offline.
- Un-pause later to upload from the same device.
Results: offline sync
Feature | Result |
|---|---|
Offline access | Full access via mobile or tablet app; also available on desktop |
Checklist access | Only checklists included in the sync cache |
Tasks and photos | Supported offline, then uploaded on reconnect |
Sync behaviour | Changes queue and upload when the connection resumes |
Conflict handling | Admins can resolve conflicting edits after sync |
Troubleshooting: offline mode
Problem | Cause | Solution |
|---|---|---|
Checklist not available offline | Not assigned, or not included in the sync selection | Assign the checklist, then run Synchronize data to cache again and include it |
Nothing uploaded after reconnect | Uploads are paused, or you opened a different device | Un-pause uploads on the same device that created the work, then wait for uploads to finish |
Checklist missing after sync | Checklist was not selected in the cache sync | Re-sync and select the missing checklists |
Updated on: 07/26/2026
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