Job Templates allow you to create templates for common services that you offer your clients. Job templates can include internal tasks as well as client tasks.
Once a job template is created, it can be used to create a job for any client.
You can create a template for your firm by starting from one of our many useful Client Hub templates by:
- Go to Templates menu on the left navigation
- Click the Client Hub Templates Tab within the Templates area
- Choose a template that is similar to the job for which you wish to create a template and click it to see the template details on the right
- At the right of to the template Title is a "..." menu. Click that menu to open the "Job Actions" menu
- Choose "Add to My Templates"
Or you can create a template for your firm from scratch by:
- Go to Templates menu on the left navigation
- Stay on the Job Templates Tab
- You can then either use our AI-based Magic Workflow to fill in tasks and task details. Just click the Magic Wand icon next to the title "Job Templates"
- Or you can add individual tasks to the template
- Click the add (+) button
- Insert a title for your template as Job Title
- Add tasks and client tasks (the template will be auto saved with each change) one by one by clicking "+ Task" or "+ Client Task" in the Tasks area
Dec 12, 2023