> ## 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).

# Customize optional fields in checklist templates

## Overview: customize optional checklist fields

Optional field customization in Template Center lets you rename columns such as **Scope**, **Method**, and **Acceptance criteria**, and change the wording of **PASS / FAIL / N/A**, which is used when a project needs its own test terminology.

* Your role must be **Manager** or higher.
* You can find the menu at Template Center - open a checklist template - click a column header.
* This changes field labels on all checklists created from that template.

|| Only users with the project role **Manager** or higher can edit checklist templates.

## How to customize optional fields

1. Open the checklist template you want to edit in **Template Center**.
2. Click the column header row (for example **Scope**, **Acceptance criteria**, **Method**, **Tools**) to open the editor.
3. Change the field or column name as needed.
4. Enable any additional custom fields you need.
5. Edit the PASS / FAIL / N/A wording if your project uses different terms.
6. Save your changes.

![Screenshot: Customize optional fields in checklist templates - open column header editor](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_nrj96l.png)

![Screenshot: Customize optional fields in checklist templates - field editor](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_1pfl1dd.png)

## Results: optional field customization

When importing or combining templates, the last imported template determines the naming of optional fields.

Example:

* Template A renames **Scope** to **Area**
* Template B renames **Scope** to **System**
* If Template A is imported first and Template B second, fields named **Scope** become **System**

## Troubleshooting: optional checklist fields

| Problem | Cause | Solution |
| ---- |
| Field names changed unexpectedly | A newer template import overwrote the names | Re-import the correct template, or open the template and rename the fields again |
| Cannot edit fields | Your project role is below Manager | Ask a project **Admin** to raise your role to **Manager**, or ask a **Manager** to edit the template |