> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.cxplanner.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Video guide: Creating a checklist in the template center

## Overview: Template Center video guide

This video shows general navigation in **Template Center** for creating a checklist template, which is used when you want a short visual walkthrough before reading the written Template Center articles.

This page is a video tutorial only. For written steps, see [Create checklist templates in Template Center](https://help.cxplanner.com/en-us/article/tutorial-creating-checklist-templates-quick-pp6twj/). For import flows, see [Import from Excel](https://help.cxplanner.com/en-us/article/import-a-excel-xlsx-checklist-into-cxplanner-140fomu/) and [Import from Docx](https://help.cxplanner.com/en-us/article/import-a-word-docx-or-pdf-checklist-into-cxplanner-1k9fm9y/).

* Your role must allow access to **Template Center** for your company.
* You can find the menu at **Template Center**.
* This does not change a live project until you link or import the template.

## What CxPlanner shows in the Template Center video

* General Template Center navigation for creating a checklist template
* Where Excel and Docx import flows sit relative to manual creation

## How to watch the Template Center video

1. Open the video below.
2. Follow the Template Center navigation for creating a checklist template.
3. Use the written Template Center articles when you need exact button labels or import steps.

${frame}[Onboarding: Creating a template](https://www.loom.com/embed/adb759b2404444b7886aa9c1d8d5e4ce)

## Results: Template Center video

* You see the general Template Center flow for creating a checklist template
* Import and detailed build steps remain in the linked written articles

## Troubleshooting: Template Center video

| Problem | Cause | Solution |
|---|---|---|
| Video does not play | Network or browser blocks the Loom embed | Try another browser, allow Loom content, or open the written Template Center guide |
| Template Center is missing | Your company role does not include template access | Ask a **Company Admin** to grant template access, or to create the template for you |
| You need Excel or Docx import steps | This page is a video overview only | Open [Import from Excel](https://help.cxplanner.com/en-us/article/import-a-excel-xlsx-checklist-into-cxplanner-140fomu/) or [Import from Docx](https://help.cxplanner.com/en-us/article/import-a-word-docx-or-pdf-checklist-into-cxplanner-1k9fm9y/) |