> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.cxplanner.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Share a template with your company or project

The Template Center lets you share a checklist template with everyone in your company or with one specific project, so other teams can reuse a template you built instead of rebuilding it from scratch. Any user with access to Template Center can start a share - this guide covers requesting a share, and, for **Company Admins**, approving or declining one. 

|| A shared template stays hidden from the company or project until a **Company Admin** approves the request. This applies whether you share with the whole company or with a single project - neither goes live immediately.

|| Note: You can only share templates from your personal template folder

## Share a template from the Template Overview

1. Open **Template Center**.
2. In the template overview, locate the template you want to share.
3. Right-click the template.
4. Choose **Share with company / project** from the dropdown menu.
5. Make your edits and click **Share**.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_1ufi569.png)

## Share a template from within a template

1. Open the template.
2. At the top of the template, locate **Visibility**.
3. Under **Shared with**, select either **Company** or **Project**.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_puvgj7.png)


Both routes create the same share request, and both wait on Company Admin approval before anyone else can see the template.

## Approve or decline a pending template share

Company Admins review incoming requests in **Suggestions**, which has two folders: **Company suggestions** for company-wide shares and **Project suggestions** for project-level shares.

1. Open **Suggestions** and choose **Company suggestions** or **Project suggestions**, depending on the request you're reviewing.
2. Open the template.
3. Click **Actions** in the top right.
4. Choose **Approve** or **Decline**.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_btx0ak.png)

![](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_1ip7db9.png)

