Checklist Sharing

You can share a checklist with anyone you want by creating a Checklist Share Link.

The person you share it with will be able to complete the checklist, fill in form fields, upload files, and add comments; you don’t have to assign them, so they don’t even need a Process Street account!

Demo video

 

How to share a Checklist

To share a checklist, open the checklist and click the “Share Link” button in the right-hand menu.

Click “Off” to change it to “On” and vice versa to stop sharing.

Once clicked, this will generate a link which you can send to anyone you wish. To copy the link to your clipboard, click the button next to the link.

You can then share the link with another party through email, Slack, or any other way you wish. Anyone with the link will be able to access and fill in the checklist, but (unlike public templates) it will not be submitted to search engines.

Any alterations (such as completed tasks, comments, and completed form fields) will be recorded in the activity feed as an anonymous user, whether you are logged into a Process Street account or not.

Remember this, as if you want to be able to track the activity of an individual team member, this is only possible by inviting them into your organization as a guest.

How to stop sharing a Checklist

If you want to stop sharing the checklist at any time, just click on the “Share Link” button again.

Click “On” to change it to “Off” and vice versa to start sharing.

This will stop any existing links to the checklist from working – to access the checklist, someone will need to be a member or guest in your Process Street organization as usual.

Once you have shared a checklist with a member of your organization, or a guest, they are going to want to know how to use Process Street. You can also share these articles with them, to help them get started:


 

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