Sharing

In Process Street there are many ways that you can share templates and checklists.

Template sharing options:

Checklist sharing options:

How to access the template sharing options

To access the options for sharing a template, first, click the cog next to the name of the template you’re interested in sharing to expose the right-hand template menu.

From there, simply click the ‘Share Template’ button to bring up the various template sharing options.

Access Template Menu and then Share Options

Assigning users to templates

To assign your guests, members, or groups to a template type their name or email address into the field provided and then click the green ‘Add’ button.

Add Users Tab of Sharing Menu

Members or groups that you assign to your template can be given one of three permission levels:

  • Users with ‘can view own’ access can only see and edit their own checklists for that template
  • Users with ‘can view’ access can view and edit any checklist that has been created from the template, but cannot edit the template itself
  • Finally, users with ‘can edit’ access can edit the template, and view any checklists created from it

Guests can only be granted ‘can view own’ permissions.

For more info, please check out our help article on assigning users to templates.

To create a Template Share Link, click the second tab from inside the ‘Share Template’ dialogue box.

Template Share Link Options

You can set one of three different permission levels for the Template Share Link:

  • Anyone with the link can view the template and create checklists (or import the checklist into their own organization by clicking ‘Import Template’)
  • Anyone with the link can view the template (or import the checklist into their own organization by clicking ‘Import Template’)
  • Only members of your organization with the link can view the template and create checklists

Once you have chosen the permission level that you prefer, copy the link by clicking the ‘Copy’ button and send to whomever you like.

For more info, check out our article on Template Share Links.

To create a Checklist Run Link, click the tab labeled ‘Run Link’ inside the ‘Share Template’ dialogue box.

Checklist Run Link Tab

You can set two different permissions levels for a Checklist Run Link:

  • Anyone with the link can create a new checklist based off your template
  • Only organization members with the link can create a new checklist based off your template

You can also do a number of different things with the link itself, but for more info please check out our help articles on Checklist Run Links and on Integration Links.

Making a template public

The last option for sharing a template is to make it public.

It is very important to note that once a template has been made public, there is no way to ever make it private again.

To make a template public, open the template menu, click ‘More’, and then ‘Add to Public Library’.

Add Template to Public Library Gif

Learn more about public and embedded templates by checking out our help article on the subject.

How to share a checklist

To share a checklist, go into the checklist and hit the “Share Link” button in the right-hand menu.

Checklist Share Link in Menu Gif

To learn more, please visit our help article about the Checklist Share Link.

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