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. For import flows, see Import from Excel and Import from Docx.
- 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
- Open the video below.
- Follow the Template Center navigation for creating a checklist template.
- Use the written Template Center articles when you need exact button labels or import steps.
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 or Import from Docx |
Updated on: 07/26/2026
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