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  • How can we transfer items/users/records/checklists between different Team?

    Posted by Steven on October 25, 2022 at 8:47 am

    Each type of unit has different behaviour when it comes to accessibility:

    1) By default, all items are accessible by any of your team/department. However you can always limit the accessibility under item setting.

    2) You can aways transfer user between team.

    3) Checklist is team-based. To create a universal checklist you can use the ‘Checklist Template Builder’ where checklist are accessible by all teams/departments.

    4) Records are team based and there is no way you can transfer or modify them.

    Steven replied 1 year, 4 months ago 1 Member · 0 Replies
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