Can I Copy or Move Templates Between Organizations?

You can copy templates between organizations but you cannot move them. In other words, while a template can be copied into another organization, the associated checklists attached to that template cannot be moved or copied over.

There are three ways you can copy templates between organizations:

  • Template Copying – Use the ‘Copy Template’ feature to create a copy that you can them move to your other organization. Note: You must be an Admin of BOTH organizations for this to work
  • Template Share Link – Use the Template Share Link set to either of the ‘Anyone can…’ permissions levels, which will allow any user of the other organization to import this template into their organization
  • Public Templates – Make the template public and share using a public link on search engines. Anyone will be able to import a copy of your template into their organization

Users: In order to copy templates, you must be an Administrator or a Member who has been given ‘can edit’ permission by your Administrator.


 

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