How to Use a Client Task Template

Under the **Clients **section in the left navigation, select the desired Client Workspace.
From the client workspace click on the green **Create Client Tasks **button at the bottom of the center column.
Click on the **_Load from Templates _**link at the top of the screen.
Select the template to use.
If you need to edit the text of any of the Client Tasks, you can click on them and update (this will not change the original template).
Click the **_Send and Notify _**button to add these Client Tasks to the workspace