Re-import a checklist template [System & Test view]
Overview: re-import checklist template in System & Test view
Re-importing a checklist template in System & Test view applies an updated company template to checklists already in use in a project, which is used when the company checklist library changes and active projects must stay aligned.
For re-import in the Asset module, use the Asset help pages.
- Your role must be Manager or higher.
- You can find the menu at System & Test view - Menu - Bulk edit many items - Import Template - Re-Import Template.
- This updates all checklists linked to the re-imported template in the selected folder.
How to re-import a checklist template
- Go to the System & Test view module from the left sidebar.
- Click Menu.
- Select Bulk edit many items.
- Find the folder where you need to re-import the template. To select an entire folder including subfolders, hold Shift while clicking the folder.
- Click Import Template.
- Select Re-Import Template.
Results: template re-import
- Only templates already used in the project can be re-imported
- If you try a template that was never used, CxPlanner shows a notification and blocks the action
- All checklists linked to the updated template align with the new version
Troubleshooting: re-import checklist template
Problem | Cause | Solution |
|---|---|---|
Cannot see Re-Import Template | Project role is below Manager | Ask a project Manager or Admin to raise your role, or to run the re-import |
Template not available for re-import | Template was never used in the selected project | Use Import Template first for that template, then re-import later when it is updated |
Wrong folder re-imported | Incorrect folder selected in bulk edit | Repeat the steps and select the correct folder, using Shift-click for subfolders if needed |
Updated on: 07/26/2026
Thank you!