Allocate a Template to a Project
Overview
How do I allocate a checklist template to a project in CxPlanner?
This guide explains how to create and assign a checklist template to a specific project in CxPlanner. You’ll learn how to customize visibility, lock templates to a project, and allow external teams to import them.
Video guide
When and why to use this
Use this workflow when you want to ensure a checklist template is tailored and fixed to a specific project.
Allocate templates when:
- You want project-specific customization
- You want full traceability for the project
Limitations:
- Templates locked to one project can't be reused in others unless re-imported
- Only visible to permitted users based on template visibility settings
How to – step by step
- Create a new template
Navigate to the template creation section.
- Name the template (e.g., "Allocated Template")
- Define the template category
- Duplicate and lock template to project
In the availability section, find the option to duplicate and lock to a specific project.
- Search and select the relevant project
- Confirm to lock the template to that project
Behavior and results
When a template is locked to a project:
- It appears as a project-specific template in the import list
- It cannot be edited globally - only within the project
- External import access is only available if explicitly enabled
Template types visible in the import list:
Template Type | Who Can View | Editable? |
|---|---|---|
Personal | Template creator only | Yes |
Company | All company users | Yes (if shared) |
Project-specific | Assigned project team only | No |
Troubleshooting
Problem | Cause | Solution |
|---|---|---|
Template not showing in project | Not assigned or visibility set | Reassign and check visibility settings |
Cannot edit the template | Locked visibility or permissions | Contact an Admin or Moderator |
External team can't import the template | Import toggle not enabled | Enable "Allow import for external users" |
Quick facts
- Location: Templates → Create & Assign
- Affects: Checklist visibility, project checklist imports, external access
Updated on: 08/01/2025
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