Articles on: Checklists Templates

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.


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.



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.




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.



Updated on: 08/23/2026

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