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# Use inline tables in checklists for data collection

## Overview: inline tables in checklists

Inline spreadsheets in Template Center let you embed a table inside a checklist to collect numbers, run simple formulas, and mark input cells, which is used when a test needs tabular data without a separate Excel file.

Advanced Excel features may not be supported.

* Your role must be **Manager** or higher to configure inline tables.
* You can find the menu at Template Center - open a checklist template - insert **Inline Spreadsheet**.
* This changes checklist execution, stored project data, and PDF exports that include the table.

|| All users with access to Template Center can use this feature when configuring templates. Project role Manager or higher is required to configure.

## How to use inline tables in checklists

1. Open or create a checklist template in **Template Center**.
2. Click **Add new testblock** and Insert a **Spreadsheet** block.
3. Click a cell and type directly, or 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 and 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`.


![](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_r535ph.png)

### Video guide on how to work with checklist spreadsheets

${frame}[CxPlanner video demo](https://www.loom.com/embed/00614aa99c77415880938e329485f0c6)

## Results: inline tables

* Input cells guide users on where to enter data
* Formulas update as checklist values change
* Formatting helps highlight critical values

Example supported formula:

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

## Troubleshooting: inline tables

| Problem | Cause | Solution |
|---|---|---|
| Cannot type in a cell during checklist execution | Cell is not set as an input field | Open the template, mark the cell as **Input field**, then save and reopen the checklist |
| Formula shows an error | Incorrect syntax or cell reference | Check the formula ranges and operators, then re-enter the formula |
| Pasted format looks wrong | Source formatting is not fully supported | Reapply colors and fonts inside CxPlanner after pasting |