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  3. Task Templates & Checklists

Applying Templates from the Clients List

To create a task based on a template for one or more clients, start in your Clients list. Select the clients for whom the task will be created; you can apply a client filter to narrow the list, if needed. Then click Schedule task at the top.

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Select the template to be used, and click Schedule task at the bottom.

 

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The task will then appear for each selected client in their client details page, either in the Open tasks or Scheduled tasks tab, depending on how the template is configured.