Our team has developed our own Job Templates, giving accountants and bookkeepers access to prebuilt templates to make using Client Hub for internal workflow even easier.
- Go to Manage Templates on the left navigation
- From Job Templates Select Client Hub Templates
- Click the ellipsis (...) and Select the desired option**:**
- Add to My Templates - Copies this job to your My Templates list
- Create Job - Copies this job to the selected client Internal Workspace
Once a Global Template is copied, we recommend reviewing the tasks and task details to tweak them to fit your specific needs.
Dec 12, 2023