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Onboarding videos
Main onboarding videos for using the platform can be found here.
Video guide: Creating a new project
In this onboarding video you will learn how to create a new project and set it up with user access and do the initial work.
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Video guide: Setting up the "System and test view"
Learn how to set up the System and test view - add equipment manually or import it - and use the bulk editing features for fast workflows.
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Video guide: Creating a checklist in the template center
In this onboarding video we're going to add a new checklist in our template center. We'll inspect the manual way but also how to import from spreadsheets.
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Find and perform checklists - desktop & mobile view
Here, you'll find everything you need to get started with checklists. To make it easy for you, we've included two helpful videos: one tailored for mobile users and another designed for desktop users. Whether you're on the go or at your desk, these guides will walk you through the steps to find and work with checklists effortlessly.
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Intro guide for contractors
CxPlanner guide - Intro for contractor Welcome to CxPlanner - We are happy to have you on board on our platform! This guide will help you with logging in and getting started using the System & Test View. If you have any questions then don’t hesitate to contact our support team - you can always reach our support team using the chat-icon in the bottom right corner. How to login This section shows you how to log in with your new user and customize your profile. You should have received
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