How do I share checklist processes with team members?
There are two ways to share process with team members:
1. Share the process link from your dashboard
2. Set email reminders
How to set email reminders
- While editing any checklist process, click "Team Reminders" in the right sidebar.
- Add a title reminder, reminder frequency, and team member emails.
- We'll send the team member a link to the run the process each time a process is due
Team members do NOT get accounts and they don't need logins.