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 readersCreate 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 readersImport 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
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 readersAuto-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