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.
How to customize optional fields
- Open the checklist template you want to edit in Template Center.
- Click the column header row (for example Scope, Acceptance criteria, Method, Tools) to open the editor.
- Change the field or column name as needed.
- Enable any additional custom fields you need.
- Edit the PASS / FAIL / N/A wording if your project uses different terms.
- Save your changes.
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 |
Updated on: 07/26/2026
Thank you!