Template center for checklists

• Find the 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 ExcelSome readers

• Create a new checklist 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 createsSome readers

• Import checklist from Excel to the template center

  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". This file will let you convert your existingPopular

Checklist overview on projects

• Working tips for the System & Test view

  General tips and tricks for working the System & Test view. Core editing and working tools This sections shows the basic way of working in the view. For the advanced methods scroll to the bottom. System & Test view - core tools (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 yoFew readers

• Structure checklist and systems with new menus

  Structure the System and Test view even when there's 1,000's of assets and systems.Some readers

• Customize the overview (columns, percentage, etc.)

  You can customize the overview in the settings. Access the settings with "Menu =Settings". Custom buttons You can specify whether you need more action buttons shown in the overview. E.g. the "Create task" button will create a new task within the checklist, but done from the overview area. On desktop the buttons will be in individual columns. On mobile device the buttons are showed directly under the checklists name. Checklist buttons (https://storage.crisp.chat/users/helpdesk/websiteFew readers

• Bulk edit checklists

  There are two ways to bulk edit checklist. This article will show how to do in the browser. For the bulk editing using the Excel 2-way sync please read this article. Video guide Enable the bulk editing To enable bulk editing click on the grey "Menu" and select bulk editing. Then you should see the yellow buttons: Bulk editing in the system and test view (https://storFew readers

Import checklists on a project

• Bulk import and updating of checklists with Excel

  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": Access the bulk import Bulk import area SimpleSome 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:Popular

Advanced checklist settings

• "Completed by" setting

  Completed by setting In some industries, it is required to have a "completed by" option in checklists. This is often used is special industries, such as the oil & gas platforms. When this setting is enabled, then users with the project role as Designer or Contractor can only complete the checklist. After the completion, another user must then either approve or reject the checklist. Enabling the feature The feature can be enabled within the "Project settings =Checklists =<sSome readers

• Customize and add extra data to test items

  Customize name of optional fields and adding more fields Within a template you customize the name of the optional fields (Scope, Method, etc.). Warnings If you are combining two or more templates on a project, then the lastest imported template will decide the name of the optional fields. Example: If you have changed the name of "Scope" to "Area" in templateA, and you have changed the name to "System" in templateB. Then when importing first templatFew readers

• Use spreadsheets inside checklists for TAB

  You can use inline spreadsheets directly inside your checklists. This allows you customize the design and the values you need to obtain. General You can copy-paste data directly from your local spreadsheets, or just write directly in the cells. Each cell can be customized with colors and font. Input cells You must select the cells which the user can input data into. You do that by using the button in the toolbar or by right clickiFew readers

• Add more checklist overviews

  If you have 1,000's of checklists or needs to divide them into specific groups, then you can either right-click on the checklist to create sub-menus, or you can create a complete new module. Access the settings by "Menu =Settings". Add new instance of the module Change sorting order in sidebar Update the name Delete Custom checklist overview New instance of the module When you create aFew readers

• Create custom shortcuts in the sidebar

  This is an advanced feature which lets you create new items in the sidebar of the project. It can be useful if you have many items in the System & Test view. It can provide better overview and faster load times. Add new items to the sidebar Find the item and right click on it. Then go for the "Add to sidebar" element. Right click menu on checklists After adding the item it will be shown in the sidebar.Few readers