To help simplify the process of requesting information from your clients, you can create client task templates of one or more client tasks. This feature is handy for new client on-boarding or for those recurring requests for the same information.
Click here to view our demo video or follow the instructions below.
How to Create a Client Task Template
- Under the **Clients **section in the left navigation, select the desired Client Workspace.
- From the client workspace click on the **New Client Task **button at the bottom of the center column.
- Create the client task you want to be included in the template.
- Click the Save as Template button
- Enter the template name
- Click the Save button.