How do I share a checklist? (2023.11)
Sharing a checklist allows you to share a checklist that you have created with other Connect users. When you share a checklist, you can
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choose which users will have access to the checklist.
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choose which users can make changes to the checklist.
The user who creates the checklist is the checklist owner. The owner can make changes to the checklist and the changes will be updated to the users who are sharing the checklist. The same applies for users who have the rights to modify a shared checklist.
This feature was added to the 2023.11 release. Sharing a checklist will save time because you won't have to make changes to a checklist, export, and send it to another user to import it. Sharing a checklist means the changes that you make as the checklist owner will be distributed to the shared users.
Sharing a checklist with all users
This is the default setting for a new checklist. The sharing status on a checklist is shown in the upper-right corner of the Manage Checklists window. It will show the number of users who are sharing the checklist.
Manage Checklists, Shared with all users...
Sharing a checklist with a user
1. Click Manage Checklists.
2. Click Shared With All Users.
3. Remove the checkmark from Share This Checklist With All Users.
Share this checklist with all users
4. Select the employees who you would like to share the checklist.
Share columns
5. Click OK.
The shared checklist will be added to the checklists the user can access using Manage Checklists. Clicking OK will save your changes.
Allowing other users to make changes to the shared checklist
1. Click Manage Checklists.
2. Click Shared With All Users.
3. Remove the checkmark from Share This Checklist With All Users.
Share this checklist with all users
4. Select the employees who you would like to share the checklist.
These users can add or remove the shared checklist to Manage Checklists; add the shared checklist to My View List; set the shared checklist as the default checklist; and import/export the shared checklist.
Share column
5. Select the employees who you would like to edit the shared checklist.
These users can make changes to the shared checklist. The changes that they make to the shared checklist will be shared with the users who are using the shared checklist.
Modify column
6. Click OK.
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