Use inline spreadsheets in checklists

Overview

How can I add and work with inline spreadsheets in my checklists?

In CxPlanner, you can embed spreadsheets directly inside your checklists. This lets you customize the layout, collect specific values, and even perform calculations without leaving the platform.

When and why to use this

Inline spreadsheets are useful when you need to capture structured data directly in a checklist. Instead of uploading external files, you can work in one place.

• Use when you need to record numbers, calculations, or tabular data during inspections.
• You can copy and paste from Excel or Google Sheets, or type directly into cells.
• Formatting options such as colors and fonts can highlight important values.
• Cells can be set as input fields, which ensures users know where to enter data.
• Formulas can be added for calculations, but advanced Excel features may not be supported.

How to - step by step

1. Open/create a checklist in your template center.
2. Insert an Inline Spreadsheet block.
3. Click into a cell and either:

• Type directly, or
• Copy-paste from Excel or Google Sheets.

4. Format cells with colors or fonts if needed.
5. To mark a cell as an input field:

• Select the cell,
• Use the toolbar button, or
• Right-click and choose Input field.

6. To add a formula, type it directly in a cell (for example: =C2+B2+(G3-G5)*2).

Video

Behavior and results

Inline spreadsheets act like simplified Excel sheets inside CxPlanner.

• Input cells guide users on where to provide data.
• Formulas update dynamically as users complete checklists.
• Formatting helps make critical values stand out.

Example of supported formula

=C2+B2+(G3-G5)*2

This will calculate a value based on inputs in the referenced cells.

Troubleshooting

Quick facts

• Requires: Project role Manager or higher to configure
• Location: Checklists → Add Inline Spreadsheet
• Affects: Checklist execution, PDF exports, and stored project data

Updated on: 08/20/2025