US English (US)
SA Arabic

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Contact Us
English (US)
US English (US)
SA Arabic
  • Home
  • Workforce Connect
  • Checklists

How to Share a Checklist

Written by Maddie Kidd

Updated at September 2nd, 2024

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • FAQs
  • Admin Functions
    General Admin Functions User Management Subscription and Billing
  • Safety Culture
    The Modules Explained
  • Workforce Connect
    General Functionality Working with Reports Checklists Surveys Site Management
  • Submitting Reports
    Safe365 App Safe365 Web Portal
  • Insights
  • Workspace and Actions
    Actions and Workspace within the Browser Actions within the Safe365 App
  • Contractor Connect
    For Supply Chain Owners Contractor Connect Profile
  • Qualify365
  • Product Updates
+ More

If you have multiple accounts, you don't have to create checklists in every account. 

If you are a User across these accounts you can share an already created checklist across multiple accounts.


How to Share a Checklist:

  1. Navigate to the Performance Dashboard.
  2. Click into ‘Checklists’.
  3. On the Checklist you need to Share, click ‘Options’.
  4. Click ‘Share’.

You will see a list of Safe365 Organisations you have access to. You are able to share to any of these. 

  1. On the organisation you want to share you, click ‘Share’.

The checklist will be shared as inactive, so will need to be Activated to appear in the Safe365 app.

list sharing checklist sharing

Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • How to Archive Checklists Reports
  • How to Close/Complete Checklist Reports
  • How to Edit a Checklist
  • How to Activate a Checklist

Copyright 2025 – Safe365.

Knowledge Base Software by Helpjuice

Expand