Checklist Overview

• Assign responsibility to checklists and tasks

  Overview How do I assign a checklist or task to a person, company, or user group in CxPlanner? Responsibility assignment in CxPlanner works at two levels: the checklist level and the task level. Checklist assignment defines who is responsible for completing an entire checklist and supports three assignment types - a person, a company, and a user group, all of which can be set simultaneously. Task assignment defines who is responsible for resolving an individual task or issue, and supports aFew readers

Performing Checklists

• Add images to an existing task

  Overview How do I add images to an existing task in CxPlanner? You can upload supporting photos or documentation to any task, even after it has been created. This ensures that task records remain complete and up to date. || All project roles can add images to tasks. When and why to use this Adding images to a task is useful when: You did not have all documentation available at task creation. You need to highlight errors or issues found later. A colleague provides new supportingFew readers

• Quick navigation between checklists

  Overview How can I move quickly between checklists without scrolling through long lists? When working on projects with hundreds of checklists, jumping directly to a related checklist saves time and keeps you efficient. CxPlanner provides breadcrumb navigation at the top of every checklist so you can easily switch between parent and sibling checklists. || All project roles can use breadcrumb navigation. When and why to use this You should use breadcrumb navigation when you want toFew readers

• Configure Multi-Step Checklist Approval Workflows

  Overview How do I configure approval flows for checklist types in CxPlanner? The approval flow feature in the Asset module allows you to configure sequential sign-off steps for each checklist type by opening the Approval Structure modal from Types: Checklists, which is used to control who signs off at each stage and in what order during commissioning projects. This guide covers configuring the Approval Structure modal - enabling sign-off steps, setting level names and statuses,Few readers

• Bulk performing checklists

  Overview How do I bulk perform multiple checklists at once? Bulk performing allows you to approve, fail, or edit multiple checklists in one action. This is especially useful when testing large sets of equipment (e.g. 100s of VAV boxes) directly from a BMS station. || Only users with the project role Manager or Admin can perform bulk actions on checklists. When and why to use this Bulk performing is designed for efficiency in projects with many repeated checklists. Use it wheFew readers

Editing & Customizing Checklists

• Add a note field to a checklist

  Overview How do I add a note field to a checklist in CxPlanner? Sometimes you need to document extra details that don’t fit into the standard checklist fields. A note field lets you insert free text into a checklist, making it easier to record observations, clarifications, or instructions. || Only users with the project role Manager or higher can edit checklists and add note fields. When and why to use this Adding a note field is useful when you want to capture details that doFew readers

• Add detailed descriptions/notes to a site-inspection report

  Overview Sometimes a checkbox or a short comment isn’t enough to explain what you saw on site. In CxPlanner site-inspection reports, you can enable a Detailed description field and add a dedicated Notes section to capture observations, constraints, risks, and follow-ups. This is also useful if you think in terms of remarks, field notes, or inspection notes. || Only users with the project role Manager or Admin can edit templates and enable fields (this also appliesFew readers

Checklist Actions

• How do I delete a single line item on a checklist?

  How to Delete Checklist Items When your checklist has grown long or includes line items that were never used, you may want to clean things up. Deleting unchecked line items is an easy way to remove unused tasks from a checklist—without affecting completed or reviewed items. This guide explains how you can delete unchecked line items in a few clicks, whether you’re tidying up a checklist template or an active inspection checklist. || Only users that's responsible for the checklist or useFew readers

• Reset a line item / checklist item

  How do I reset the status of a checklist line item in CxPlanner? Sometimes a checklist item is marked incorrectly - accidentally set to "PASS," "FAIL," or "N/A." Fortunately, it's easy to correct. You can reset any line item, whether it's been marked or not. || Only users that have been made responsible for the checklist or users with the project role Manager or higher can perform this action. Step by step guide on how to reset a line item/checklist: Click on the checklist item youFew readers

• Reset or Revert a Checklist Signature

  Learn how reverting a checklist signature works, how it affects PDF reports, and what happens when a checklist is re-approved.Few readers

• Line items are grayed out / not clickable

  Overview Why are checklist line items sometimes grayed out or not clickable in CxPlanner? This behavior is linked to your project role and whether you are assigned to the checklist. || Users with the project role Admin or Manager can always interact with all checklist line items. || Users with roles such as Contractor, Designer, or Consultant must be specifically assigned to the checklist before they can take action. Example of grayed out line items: ![](httpsFew readers

Checklist Exports

• Export checklists to PDF or Excel

  Overview How do I export a checklist from CxPlanner into a PDF or Excel file? Exporting checklists lets you create a report that can be shared, printed, or used for further data analysis. You can choose between several export formats depending on your needs. || Only users with the project role Manager or higher can export checklists. When and why to use this Exporting checklists is useful in several scenarios: When you need a printable report for handover or documentPopular

Advance Checklist Functions

• Require PIN code before signing a checklist

  What is this about? How do I set up and use a PIN code when signing checklists? Some projects require you to enter a personal PIN code before you can sign off on a checklist. This applies to all signing actions: Completed by, Accepted by, and Approved by. This article covers how to set your PIN, how signing works when PIN is required, and how to remove your PIN. It also covers how project admins enable the feature. How to Who can do what Action Who can do itFew readers