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What this does

Use this guide to evaluate, import, and adapt marketplace templates before using them with real teams or projects.

Current access and functionality

• Verified against the current impact-web, impact-client, and impact-marketplace code on 2026-05-07.
• Purchase and ownership are handled through marketplace flows and inventory/order history.
• Import actions usually happen from the destination feature in impact-web or supported mobile flows.
• Supported template destinations include checklists, projects/playbooks, risks, competencies, and questionnaires where enabled.
• Import requires ownership, matching template type, active workspace, and management permission for the destination.

Import review checklist

1. Confirm the item type matches the destination feature.
2. Review version, language, merchant, price, and preview content.
3. Confirm the workspace or project that will receive the import.
4. Import into a controlled area first when the template affects many users.
5. Rename and adapt the template to match your team’s terms.
6. Remove irrelevant tasks, questions, risks, or checklist items.
7. Test the template with one small team before broad rollout.

Governance practices

• Keep one admin accountable for each imported template.
• Record why the template was imported and where it is used.
• Review imported templates quarterly.
• Retire templates that no longer match current operations.

Common issues

• Issue: The item is owned but not importable. Fix: Check destination type, workspace selection, and admin permission.
• Issue: Staff see a confusing imported checklist. Fix: Adapt wording and evidence requirements before assigning.
• Issue: Marketplace purchase does not appear. Fix: Confirm the same account is signed in and check order history or inventory.

Related

• How to browse the IMPACT Marketplace
• How to import marketplace templates
• How to use Marketplace in the mobile app