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.
How to Create a Client Task Template
- Under the Clients & Workspaces 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.
Mar 5, 2025