Sharing 🛠️

Sharing checklists lets you get other people on board with the way you do things.

Sharing is 🛠️Coming Soon (Q2 2021) to TerseFlow. Here's what you can expect in its initial release, but this may change

Sharing Team Checklists

You can share checklists with other members of your Team (or Workspace, if Team access is public) just by copying and pasting the URL to the checklist

The URL for a checklist is the same for all users

Sharing Private Checklists

If you'd like to share a private checklist, or share a checklist with someone who's not a member of your team or workspace:

• Open the checklist

• Click the Share/Export button on the top-right corner

From here you can create and copy a custom share link.

Visitors will be able to export/download the checklist, or copy it to their own account (if logged in). They will not be able to run the checklist - for this, check out Guest Runs

Cancelling the Share Link

If you want to change the share link for a checklist, you can click the Reset icon next to the share link textbox. This will generate a new share link and stop the old one from working

If you no longer wish to share the checklist, you can click Stop Sharing

Guest Runs

Guest runs require a Team Plan

By default, guests cannot run a checklist. To enable this, open the checklist and click on Share/Export - from here you can toggle Allow Guest Runs

Guest runs will show up on a Checklist run history, marked as completed by 'Guest'. For privacy reasons, we don't include extra information - instead you may wish to include a checklist field to ask for the guest's name.

Ready to Share Your Checklists?