How to Use a Client Task Template -

Select Clients & Workspaces from the left navigation, and select the desired Client Workspace.
At the bottom of the Client Task panel, click the Create Client Tasks button.
Click the Load from Templates link at the top of the window.
Select the template to use.
If you need to edit the text of a Client Tasks, click on the preview and update in the left panel (this will not change the original template).
Click the Send and Notify button to add these Client Tasks to the workspace.

Mar 5, 2025