Public and Embedded Templates

By default, Process Street templates are private and can only be viewed by members of your team, people that you’ve invited into your organization.

If you wish to share your template with people outside your organization, you can share them with a link either privately or publicly.

Setting a template’s visibility to public publishes it as a “public template” which can be shared, embedded into other websites, and discovered by others on Google (and other search engines).

You can also content lock your embedded checklists to capture visitor emails before allowing them access.

Note that you can only embed templates into your website, but not checklists.

What are public templates?

Public templates are processes which anyone can access – this can be done through sharing the public link, or by searching for it in Google.

Although anyone can see the templates in full, they will not be able to fill in any tasks or use the checklist. To do that, they will need to import it into their own Process Street organization using the “Edit checklist” or “Get checklist” buttons.

This makes public templates great for sharing processes with other people at-large, and even for ranking in Google with highly targeted content (seeing as you can content lock the templates).

Note that public templates cannot be made private again. Remember this when choosing to make a template public.

View an example of a public template.

Pro Tip

To allow someone to access your template and even import it into their own organization without making it fully public, consider instead using a Template Share Link set to either of the ‘Anyone can…’ permission levels.

How to make templates public

Templates can be shared and made public with just a few clicks in Process Street.

First, find the template you want to share, then click the cog next to its name in your dashboard, then click the “More” button in the right-hand menu.

Now click on “Add to public library” to make it public. Remember that you can’t make a public template private again, so be certain that you want to share the contents of this template.

You will be asked to confirm you want to add your template to the public library twice before making it public.

You will notice that it now says ‘public’ next to your template. To get your share settings for that template, click the public button.

To share the public template with anyone else, copy and paste the “Share” link. This link can be seen again by clicking on the “Share this template” button, so don’t worry about losing it.

Embedded templates

The code you can use to embed a public template is in the same window as the “Share link”.

Once the template is public, you can share it with the link or on social media to anyone on the internet.

Here’s how templates look when they’re embedded in a web page:

public-checklists-embedded-checklists

Learn more about templates and checklists.


 

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