Re-import a checklist template

Overview

How do I re-import a checklist template in CxPlanner?

If your company has updated an existing checklist template, you may need to re-import it into an ongoing project to ensure all checklists stay up to date. This process is quick and only takes a few clicks.

When and why to use this

Re-importing templates is relevant when your company updates its checklists, and you want those updates applied to checklists already in use across projects.

• Use it when a template has been updated and should replace the old version in an active project.
• The system ensures that only templates previously in use can be re-imported.
• You cannot replace a checklist with a completely new template that was never used in the project.

How to - step by step

1. Go to the System & Testview module from the left sidebar.
2. Click on Menu
3. Select Bulk edit many items.
4. Find the folder where you need to re-import the template.

• To select an entire folder (including subfolders), hold down Shift while clicking the folder.

4. Click Import Template.
5. Select Re-Import Template.

Step 1, 2 & 3

Step 4 & 5

Behavior and results

The re-import feature ensures that:

• Only templates already used in the project can be re-imported.
• If you try to import a template that has never been used, the system will show a notification and block the action.
• All checklists linked to the updated template will automatically align with the new version.

Troubleshooting

Quick facts

• Requires: Project role Manager or higher
• Location: System & Testview → Menu → Bulk edit many items
• Affects: All checklists linked to the re-imported template

Updated on: 08/21/2025