> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.cxplanner.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Add a note field to a checklist

## Overview: note field on a checklist

The note field in Template Center lets you insert free text into a checklist template, which is used to record clarifications, instructions, or context that does not fit a pass or fail line item (checklist item).

Notes do not create pass or fail results. For site-inspection detailed descriptions, see the site inspection notes guide.

* You can find the menu at Template Center - open checklist - **Add test item** - **Actions** - **Note field**.

## How to add a note field to a checklist

1. Open your checklist inside the **Template Center**.
2. Click **Add test item**.
3. Select **Actions**.
4. Choose **Note field**.
5. Enter text in the new note field as needed.

![Screenshot: Add a note field to a checklist - Add your note field steps](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_q7drwr.png)

![Screenshot: Add a note field to a checklist - note field ready for use](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_e6rpw.png)

### Video guide: add a note field

${frame}[CxPlanner video demo](https://www.loom.com/embed/19a3a1068c014d8cb17778b546b1270c?sid=a87541d1-b4ea-41f1-ad74-448d664b9aef)

## Results: note field on a checklist

* Note fields are free-text only and have no pass or fail state
* Notes stay on the checklist and can appear in reports and exports
* You can add multiple note fields for different sections

## Troubleshooting: note field on a checklist

| Problem | Cause | Solution |
| ---- |
| Note field option not visible | Project role is below Manager | Ask a project **Manager** or **Admin** to add the note field, or raise your role |
| Note text missing from export | Export settings exclude notes | Open export settings and enable notes, then export again |
| Cannot edit an existing note | Checklist is locked or finalized | Unlock the checklist if your role allows it, or duplicate the checklist and edit the copy |