Assign responsibility to checklists and tasks

Overview: assign checklist and task responsibility

Responsibility assignment in CxPlanner works at checklist level and at task level. Checklist assignment sets who owns a full checklist or test. Task assignment sets who owns an individual task, issue, or punch list item.

For role-based access (who can view or edit by project role), see Access levels in checklists.

Your role must be Manager or higher to assign checklists, and Contractor or higher to assign tasks.
You can find the menu at System & Test view, checklist type views, the individual checklist page, or Task management - Punch list items and tasks.
This changes checklist and task visibility in "Checklists assigned to you" and "Tasks assigned to you".

Assigning checklists requires project role Manager or higher. Assigning tasks requires project role Contractor or higher.

How to assign a checklist from System & Test view

Open System & Test view, or a checklist type view, from the left sidebar.
Locate the checklist row.
Click Responsible to assign a person.
Click Company to assign a company.
Click User group to assign a user group.
If a column is missing, open View settings and add it.

Screenshot: Assign responsibility from System & Test view

How to assign from an individual checklist page

Open the checklist from any view.
Click the assignment fields at the top of the checklist.
Select the person or company from the dropdown.

Screenshot: Assign responsibility from an individual checklist page

How to bulk assign checklists

In System & Test view, select the checkboxes on the rows to update.
Hold Shift while clicking to select all checklists below a row within a folder.
Hold Ctrl while clicking to select all elements below.
Click Menu.
Select Bulk edit many items.
Apply the person, company, or user-group assignment to the selection.

Screenshot: Bulk assign checklists

How to assign at folder level

In System & Test view, locate the folder row.
Click the Company, Responsible, or User group cell on the folder row.
Select the value to assign.
Confirm Apply to folder when prompted.
Click Continue.

This overwrites the existing assignment for all checklists in the folder. Use with care if some checklists already have different assignments.

How to assign a task from the punch list

Go to Task management - Punch list items and tasks.
Click a task row to open the detail panel.
Set Responsible to assign a person.
Set Company to assign a company.
Changes save automatically.

Screenshot: Assign responsibility from the punch list

When working in a checklist, clicking a failed line item opens the task detail panel. You can set person and company there without leaving the checklist.

Results: checklist and task responsibility

Assignment type	Person	Company	User group
Checklist	Yes	Yes	Yes
Task	Yes	Yes	No

Checklists assigned to you shows checklists where you are the assigned person
Tasks assigned to you shows tasks where you are the assigned person
With "Limit view: Only own and company", a checklist may need group assignment before a user can see it

If a user cannot see a checklist they expect, check whether the checklist is assigned to their user group.

Troubleshooting: assign checklist and task responsibility

Problem	Cause	Solution
Responsible, Company, or User group column missing	Columns are hidden	Click View settings and add the missing columns
User does not see the checklist in "Checklists assigned to you"	Checklist is assigned to company or group, not to the person	Set that user in the Responsible field
Cannot assign a user group to a task	User group exists only at checklist level	Assign the group on the checklist, and assign a person or company on the task
Assignment dropdown shows no users	User is not on the project	Add the user in project settings, then assign again
Bulk assignment does nothing	Rows were not selected	Select checkboxes first, then use Bulk edit many items

Updated on: 07/26/2026

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