1. Save and share the Checklist
You can save a task list by clicking on Options and then Save Checklist.
You can then share the template you are saving. The members of your firm or company will be able to use it immediately.
You will find there :
The descriptions of titles and tasks ;
The structure of the elements (order and indentation) ;
Tasks descriptions.
While saving your checklist, you can either save or not the attachements by checking or unchecking the “save with attached files” box.
2. Reusing the Checklist on a new project
Go to the Checklist page of your new Project and click on Add then Browse models
Select the Checklist from the existing ones and the members you want to share it with. Proceed to import it.
Checklists can only be shared between members of the same subscription.
Sharing your Checklist is irreversible. Once it has been shared with a member of your subscription, you will not be able to withdraw their access.