A Checklist or Document Template is owned by either a single account or your whole organization. Org-owned Templates live in the Corporate Portal and stay the same everywhere they're used. This article covers how to move a company-built Template up to the Corporate Portal, and what changes once it's org-owned.
This feature is available on select plans and is only available on the web app.
Moving a company Template to the Corporate Portal
Note: Only Org Admins can move a Template to the Corporate Portal.
Open the Templates section within a company account and find the Checklist Template or Document Template you want to make accessible to all of your locations.
Select the 3 Dot Icon to the right of the Template.
Click Move to Corporate Portal.
What changes once a Template is org-owned
Moving a Template locks it down at the company level, so there's one source of truth.
It's read-only in the company editor. Users in the account can open the Template and see it, but they can't change or delete it. Edits happen in the Corporate Portal.
It can only be deleted from the Corporate Portal. Nobody can delete an org-owned Template from inside an account, so it can't disappear by accident.
Only Org Admins can duplicate it. Everyone else loses the Duplicate option on an org-owned Template, which keeps copies from drifting across accounts.
It carries a badge. An org-owned Template shows a badge in the company Templates list, so anyone looking at the list can tell who owns it.
Note: These rules only apply to org-owned Templates. Templates built inside an account stay fully editable by that account's Admins and Managers.
Editing an org-owned Template
Open the Corporate Portal > click the Templates Tab > click the Template's title to reopen the editor. Changes save automatically and apply everywhere the Template is used.
FAQs
Can a Manager edit an org-owned Template?
Can a Manager edit an org-owned Template?
Managers can't edit an org-owned Template. They can open it and see it in the company editor, but it's read-only. Only Org Admins can change it, and only from the Corporate Portal.
Can company Admins and Managers duplicate an org-owned Template?
Can company Admins and Managers duplicate an org-owned Template?
Company-level Admins and Managers can't duplicate an org-owned Template. Only Org Admins can, from the Corporate Portal.
What happens to Checklists or Documents already in progress?
What happens to Checklists or Documents already in progress?
Checklists and Documents already assigned to a Project keep the content they were created with. Moving the Template only changes where the Template is managed going forward, not work that's already underway.
Can I move an org-owned Template to a single account?
Can I move an org-owned Template to a single account?
Org-owned Templates can only move in one direction today, from company to org.
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