Working tips for the System & Test view
General tips and tricks for working the System & Test view.
This sections shows the basic way of working in the view. For the advanced methods scroll to the bottom.
Use this button to add a new checklist and open it directly. When using this button, you can either create it by the name only, or you can import a template and mark the location on a drawing.
Using this "secret" button you will add a new top-level checklist. It's a good way to create overviews. In the picture the "Mechanical complete" is created this way.
You can use the grey buttons on each row/line to add sub-items (child). This is an easy way to append additional checks or equipment.
Use any of the white input areas in the table to search and filter for checklists.
Use the button to quickly filter on the checklist where you are assigned.
You can drag the column sizes (left/right) to change their width. The sizing will be remembered between page-reloads. It is a personal setting.
Just click on the "Open" buttons to open/go-to a checklist.
The advanced editing allows you bulk edit and change the checklists.
If you have access to it, you will see the grey menu button.
This option allows you to bulk edit the checklist from within this view.
This downloads the full overview in Excel. It is the default export.
Other ways to export the overview (PDF, CSV, etc.)
First, download the overview in Excel (4), then proceed with this. See this help article here.
For this project you can access the Gantt timeline. There might be additional tools showed here depending on the modules enabled.
In the settings you can change:
The visible columns
The name of the columns
How the columns are sorted
Core editing and working tools
This sections shows the basic way of working in the view. For the advanced methods scroll to the bottom.
(1) Add a checklist and auto-open it
Use this button to add a new checklist and open it directly. When using this button, you can either create it by the name only, or you can import a template and mark the location on a drawing.
(2) Add a checklist - but stay in the list
Using this "secret" button you will add a new top-level checklist. It's a good way to create overviews. In the picture the "Mechanical complete" is created this way.
(3) Add a child item to checklist
You can use the grey buttons on each row/line to add sub-items (child). This is an easy way to append additional checks or equipment.
(4) Search and filter checklists
Use any of the white input areas in the table to search and filter for checklists.
(5) Filter the checklist you are responsible for
Use the button to quickly filter on the checklist where you are assigned.
(6) Change the size of the columns in the System & Test view
You can drag the column sizes (left/right) to change their width. The sizing will be remembered between page-reloads. It is a personal setting.
(7) Open a checklist
Just click on the "Open" buttons to open/go-to a checklist.
Advanced editing in the System & Test view
The advanced editing allows you bulk edit and change the checklists.
(1) Access the advance menu
If you have access to it, you will see the grey menu button.
(2) Bulk edit items
This option allows you to bulk edit the checklist from within this view.
(3) Download overview in Excel
This downloads the full overview in Excel. It is the default export.
(4) Extra download options
Other ways to export the overview (PDF, CSV, etc.)
(5) Bulk import from Excel
First, download the overview in Excel (4), then proceed with this. See this help article here.
(6) Gantt timeline + other tools
For this project you can access the Gantt timeline. There might be additional tools showed here depending on the modules enabled.
(7) Settings
In the settings you can change:
The visible columns
The name of the columns
How the columns are sorted
Updated on: 04/07/2025
Thank you!