How to share a Process/Checklist with other users?

Created by Nicola Minty, Modified on Mon, 26 Jun, 2023 at 2:03 PM by Stephen Minty

Sharing gives ad-hoc read access to other users. You can choose individual users to share with.

Let's say there are users who have edit rights only. If you share a form with them, these users who have edit rights but not read access will be able to edit after you have shared with them. Those who are shared with are called participants.

To put it simply, you can share a form with other users to give them permission to see the form(s). (You will need "Share" permissions to perform the "Share" action).


Share by Form

via Plan Viewer


Simply press the Menu icon ≡ in the top left corner of your screen to unfold the Menu and choose Plan Viewer. 


You can also use the Process unified search bar at the top of your screen to search the forms.



Click the memo icon as circled below to open the process details box on the left-hand side of your screen. Once unfolded, select the relevant form and the form viewer will be opened on your screen.



Click the 3dots ⋮  button as circled below to unfold the form Menu. 


Once unfolded, press Share and the share dialog of this form will appear as a window in the centre of your screen. The participants will be listed in the window if any are already set.



Enter the Team/User name to search and add as a participant or press the X to remove any existing participants.


When completed, simply press outside of the dialog window to save and finish.



via Process Finder


Click the menu icon on the top left corner to unfold the Menu and gain access to the Process/Checklist page by selecting the category and subcategory as shown below.



Select the relevant Process/Checklist from the Menu icon ≡ on the right-hand side of your screen and press the "Edit" option to open the form viewer.



Click the 3dots ⋮  button as circled below to unfold the form Menu. 


Once unfolded, press Share and the share dialog of this form will appear as a window in the centre of your screen. The participants will be listed in the window if any are already set.



Enter the Team/User name to search and add as a participant or press the X to remove any existing participants.


When completed, simply press outside of the dialog window to save and finish.



Share by Process

via Plan Viewer


Press the Menu icon ≡ in the top left corner of your screen to unfold the Menu and choose Plan Viewer. 


You can also use the Process unified search bar at the top of your screen to search the forms.



Click the memo icon as circled below to open the process details box on the left-hand side of your screen. Once unfolded, select the relevant form and the form viewer will be opened on your screen.



Click the 3dots ⋮  button as circled below to unfold the form Menu. 


Once unfolded, press Share and the share dialog of this form will appear as a window in the centre of your screen. The participants will be listed in the window if any are already set.



Enter the Team/User name to search and add as a participant or press the X to remove any existing participants.


When completed, simply press outside of the dialog window to save and finish.



via Process Finder


Click the menu icon on the top left corner to unfold the Menu and gain access to the Process/Checklist page by selecting the category and subcategory as shown below.



Click the 3dots ⋮  button as circled below to unfold the form Menu. 


Once unfolded, press Share and the share dialog of this form will appear as a window in the centre of your screen. The participants will be listed in the window if any are already set.



Enter the Team/User name to search and add as a participant or press the X to remove any existing participants.


When completed, simply press outside of the dialog window to save and finish.



Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article