Bulk edit checklists
There are two ways to bulk edit checklist. This article will show how to do in the browser. For the bulk editing using the Excel 2-way sync please read this article.
Video guide at the bottom
To enable bulk editing click on the grey "Menu" and select bulk editing. Then you should see the yellow buttons:
Select the checklist you want to edit.
You can select each line individually, or
You can hold down the shift-key while clicking on a folder - that will select all the childs.
If you have selected rows then it's possible to bulk edit values. Just select the rows and do the changes.
When clicking on this a popup will be shown, and you can select where the items should be moved. Please be aware, that the parent will be changed on all of the items with checkmarks. You can move folders, but then only the top level should be checked.
This allows you to quickly import one or multiple checklist to all of the selected checklists.
This is quick copy of selected checklist. Specify the number of copies.
This will give you different options:
Delete the selected checklists
Delete the selected checklists AND their childs
Delete the items within the checklists (e.g. imported templates)
You may find yourself in a situation where it is necessary to re-import templates for ongoing projects if your company has updated its checklists.
Fortunately, this is super easy to fix and can be done with just a few clicks.
Start by clicking on "System & Testview" in the left sidebar. Then, click on "Menu" and select "Bulk edit many items"
Once this is done, find the folder where you need to re-import the template.
In this example, we want to re-import a template for all checklists in the "KG ABS" folder.
If you want to select an entire folder, you can hold down "Shift" while clicking on the folder. This will select the entire folder along with all its sub-items.
After selecting all the folders where you want to re-import a template, click on the "Import Template" button and at last the "Re-Import Template" button
You don’t need to worry about disrupting the setup, as the system will automatically notify you if you attempt to import a template that has not been used before.
In other words, the re-import function does not allow you to import a completely new template over an existing one.
The re-import function should only be used if your existing templates have been updated.
Video guide at the bottom
Enable the bulk editing
To enable bulk editing click on the grey "Menu" and select bulk editing. Then you should see the yellow buttons:
(1) Select multiple checklists
Select the checklist you want to edit.
You can select each line individually, or
You can hold down the shift-key while clicking on a folder - that will select all the childs.
(2) Edit values
If you have selected rows then it's possible to bulk edit values. Just select the rows and do the changes.
(3) Move selected checklists
When clicking on this a popup will be shown, and you can select where the items should be moved. Please be aware, that the parent will be changed on all of the items with checkmarks. You can move folders, but then only the top level should be checked.
(4) Import templates
This allows you to quickly import one or multiple checklist to all of the selected checklists.
(5) Copy selected checklists
This is quick copy of selected checklist. Specify the number of copies.
(6) Delete options
This will give you different options:
Delete the selected checklists
Delete the selected checklists AND their childs
Delete the items within the checklists (e.g. imported templates)
How to re-import a checklist
You may find yourself in a situation where it is necessary to re-import templates for ongoing projects if your company has updated its checklists.
Fortunately, this is super easy to fix and can be done with just a few clicks.
Start by clicking on "System & Testview" in the left sidebar. Then, click on "Menu" and select "Bulk edit many items"
Once this is done, find the folder where you need to re-import the template.
In this example, we want to re-import a template for all checklists in the "KG ABS" folder.
If you want to select an entire folder, you can hold down "Shift" while clicking on the folder. This will select the entire folder along with all its sub-items.
After selecting all the folders where you want to re-import a template, click on the "Import Template" button and at last the "Re-Import Template" button
You don’t need to worry about disrupting the setup, as the system will automatically notify you if you attempt to import a template that has not been used before.
In other words, the re-import function does not allow you to import a completely new template over an existing one.
The re-import function should only be used if your existing templates have been updated.
Video guide
Updated on: 04/07/2025
Thank you!