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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
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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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