How to edit or create a revised Client Task Template

Client Hub does not yet offer the ability to edit a Client Task template but you can use this handy trick as a work around:

  • In any workspace click the "New Client Task" button
  • Load the template you want to edit
  • Make the appropriate edits to any of the requests or add or remove requests
  • Click Save as Template and give the template a new nameĀ 
  • Remember to remove the old template from Manage Templates on the left navigation

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