Share a task plan template from the workspace
Share a task plan template with specific users, groups, service organizations, or organization criteria directly from the Task Plan Templates workspace.
Before you begin
Role required: sn_task_plan.admin
About this task
Share a task plan template from the Task Plan Templates workspace to control who can view and use the template. You can share templates in Draft or Published state. The template is private by default and is accessible only to the creator until shared.
The Share button is available to template owners and users with the admin role. Other users can access templates shared with them and can share them only if they are the template owners.
Procedure
Navigate to All > Task Plan Templates > All Task Plan Templates.
Open an existing task plan template, or select a template from the list view.
Select Share.
The share plan modal opens on the Share plan view.
Select the entity type to define access:
- To share with specific users, select users in the User field.
- To share with specific group, select users in the Group field.
- To share with a service organization or a combination of service organization and users, select a service organization and add users as required. Optionally, select a Member type to restrict access to a role within the organization.
- To share with users matching organization criteria, configure the Service organization criteria and Member type fields.
To share with all users in the organization, select Global.
Note: Selecting Global option hides the other fields.
Select Confirm.