Build your template center

• Template center for checklists

  Hit the ground running with your own Template-center, where you can manage all of your checklists and test sheets. The Template-center let's you either create your own checklists and test sheets, or use CxPlanner's default templates. What can you do in the Template-center There multiple ways to work with templates, but the main ways are: Create personal templates you use own your own projects Share templates with your company and streamline your workflows Import your ExcelFew readers

• Create a checklist/test sheet template

  When you have opened the Template-center you should see a view like the one below. You can navigate between the Public, Company-shared and Private templates in the different menus. Template area Checklist-area (private, company and public templates) Create a new template Hit the "Add Template"-button and specify a name for the template and optional also a category. The example below creates aFew readers

• Import checklist / test sheet from Excel XLSX

  Import checklist / test sheet from Excel XLSX You easily import your existing checklist and test sheets into CxPlanner's structure. Use the method below or contact our support-team, who will do the importing for you directly! Import yourself Click on the "Import from XLSX (Excel)" button: Import XLSX button Download the Excel template converter In the popup box select the "Download template"Few readers

The overview

• The checklist & test overview

  The checklist & test overview This overview is one of the core tools to manage your checks and test on your project. Easily keep track of all test and checklist across disciplines and persons.Few readers

Import checklists

• Bulk import of checklists

  Bulk import of checklists You can bulk import (add many at the same time) of checklist. There are 2 ways: Simple (limited details) Advanced (full details and 2-way sync) Bulk menu Access the area by clicking on the grey "Menu" and selecting "Add many": Screenshot 1 Screenshot 2Few readers

• Auto-import checklists or test items

  Auto-import checklist or test items This articles describes how you can specify an "Asset- or Equiptment"-type and attach multiple checklists to it. When adding new items marked with the "Asset- or Equiptment"-type, the checklists will automatically be imported. The two import-types There are two ways to attach checklists: Sub-checklists:Some readers