{"id":30,"date":"2016-09-07T11:40:04","date_gmt":"2016-09-07T11:40:04","guid":{"rendered":"https:\/\/www.process.st\/help\/checklist-link-sharing\/"},"modified":"2024-03-07T11:38:28","modified_gmt":"2024-03-07T11:38:28","slug":"checklist-link-sharing","status":"publish","type":"post","link":"https:\/\/www.process.st\/help\/checklist-link-sharing\/","title":{"rendered":"Share Checklists With Anyone via a Link"},"content":{"rendered":"<p>You can now share a <a href=\"https:\/\/www.process.st\/help\/docs\/running-checklists\/\">checklist<\/a> with anyone you want using a single clickable link.<\/p>\n<p>The person you share it with will be able to complete the checklist, fill in form fields, upload files, and add comments; they don&#8217;t even have to have a Process Street account!<\/p>\n<h2>Intro Video<\/h2>\n<p><iframe loading=\"lazy\" src=\"\/\/www.youtube.com\/embed\/UEwpikkeHjQ?&amp;autohide=1&amp;modestbranding=1&amp;showinfo=0\" width=\"747\" height=\"420\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<h2>How Do They Work?<\/h2>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-902\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/checklist-sharing-sharing-button.png\" alt=\"checklist sharing - sharing button\" width=\"100%\" \/><\/p>\n<p>Our new shared links work much like Google Apps&#8217;, in that only someone with the link can access the checklist, and unlike public templates they will not be submitted to Google.<\/p>\n<p>This makes them perfect for working with clients or team members who just need quick access to a single checklist here or there.<\/p>\n<p><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/checklist-sharing-client-screen.png\" alt=\"checklist sharing - client screen\" width=\"100%\" \/><\/p>\n<p>With a single click, a unique link to your checklist will be generated, which you can send to another party through email, Slack, or any other channel you wish. It really is that easy!<\/p>\n<p><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/checklist-sharing-back-to-private.png\" alt=\"checklist sharing - back to private\" width=\"100%\" \/><\/p>\n<h2>Why Should You Care?<\/h2>\n<p>Working with clients or anyone outside of your main organization is now a cinch. If you only need someone to complete a single checklist up to your standards, you no longer have to mess around inviting them as a guest, waiting for them to sign up, and then start working.<\/p>\n<p>All you have to do is send them a link to your checklist, and they will be able to complete it for as long as you keep it available, no Process Street account required.<\/p>\n<p>For example, you could create a checklist which requires a client to work with you (eg, signing a contract), share the link with them to allow them to update it, then make it private again in order to restrict access once more.<\/p>\n<p>To learn more about this new feature, check out our <a href=\"https:\/\/www.process.st\/help\/docs\/checklist-sharing\/\">knowledge base article<\/a> on the topic.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>You can now share a checklist with anyone you want using a single clickable link. The person you share it with will be able to complete the checklist, fill in form fields, upload files, and add comments; they don&#8217;t even have to have a Process Street account! Intro Video How Do They Work? Our new [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"available_plan":"All plans","available_product":"Workflows","footnotes":""},"categories":[2],"tags":[11,12,13],"class_list":["post-30","post","type-post","status-publish","format-standard","hentry","category-new-feature","tag-checklist-sharing","tag-checklists","tag-sharing"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/posts\/30","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/comments?post=30"}],"version-history":[{"count":1,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/posts\/30\/revisions"}],"predecessor-version":[{"id":34,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/posts\/30\/revisions\/34"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/media?parent=30"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/categories?post=30"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/tags?post=30"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}