Add a note field to a checklist
Overview
How do I add a note field to a checklist in CxPlanner?
Sometimes you need to document extra details that don’t fit into the standard checklist fields. A note field lets you insert free text into a checklist, making it easier to record observations, clarifications, or instructions.
When and why to use this
Adding a note field is useful when you want to capture details that don’t belong in predefined checklist items.
- Use it to add context, explanations, or observations for a checklist item.
- Helps ensure specific project knowledge or requirements are not lost.
- Notes stay linked directly to the checklist for reference later.
- Notes will not trigger pass/fail results - they are for information only.
How to - step by step
- Open your checklist inside the Template Center.
- Click on Add test item.
- Select Actions.
- Choose Note field.
- A new note field will be added and is ready for use.
Add your note field - Steps 1, 2, 3 & 4
Use your note field - Step 5
Video Guide:
Behavior and results
- Note fields are free-text only - they do not have pass/fail states.
- Notes are stored in the checklist and are visible in reports and exports.
- Multiple note fields can be added if different sections require explanations.
Troubleshooting
Problem | Cause | Solution |
|---|---|---|
Note field button not visible | Insufficient project role | Ask a project Manager or Admin to add it |
Note text not showing in export | Export settings exclude notes | Enable notes in export settings |
Cannot edit an existing note | Checklist is locked or finalized | Duplicate checklist or unlock if possible |
Quick facts
- Requires: Project role Manager or higher
- Location: Template Center → Checklist → Add test item → Actions → Note field
- Affects: Checklist content and exports
Updated on: 08/20/2025
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