Content sharing

Share tasks, documentation,
& frameworks across accounts

Push tasks, documentation, and frameworks from the main account to sub-accounts. Decide what gets shared, keep ownership and status under control, and make sure everyone stays aligned.

Task Sharing

Distribute tasks from the main account to subaccounts. Keep ownership, status, and progress aligned without duplication.

Framework Sharing

Push frameworks from the main account and ensure all subaccounts follow the same compliance baseline.

Documentation Sharing

Share policies, guidelines, and other documentation centrally so every account stays on the same page.

Task Sharing

Push task descriptions from the main account to sub-accountsto keep everyone aligned. When sharing, you can select whichsub-accounts receive the task description and decide how much control stays with the main account.

Auto-activate related tasks automatically activate shared tasks on sub-accounts.
Control from main account → keep key info like owner and status centralized, so sub-accounts can view it but not edit.
Flexible visibility → choose if the task owner is shown or hidden.

Framework Sharing

Distribute compliance frameworks from the main account to sub-accounts so everyone follows the same standards.

When sharing, you can decide which subaccounts should receive the framework and how strictly it applies.

Control the level of enforcement
  • Enforce: the framework is mandatory for sub-accounts.
  • Auto-activate: the framework is active by default, but sub-accounts can turn it off.
  • Recommend: sub-accounts see it as a recommendation.
Track compliance scores consistently across accounts

Documentation Sharing

Make documentation items available across selected subaccounts so everyone works with the same information.

The main account controls the details, while subaccounts get consistent visibility in their documentation tables.

Centralized control → main account defines key details of the documentation item (status, owner, priority, due date). Sub-accounts can view them but cannot edit.
Unified visibility → ensures all accounts use the same documentation, reducing confusion and keeping the organization aligned.