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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 existing
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Add users to a project
When adding a user to a project, they get assigned to a Project role. This role decides what they can do on a project. The different Project roles There are 6 main roles: Admin: Can do anything on the project (change settings, delete project, etc.) Manager: Can add new users to project, create tasks and close tasks. Consultant: Can create new tasks and and close tasks. Designer: Can create new tasks, re-assign tasks, but only close tasks created by the user.
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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:
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