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.
![Pure Workflow 69](https://help.purebookkeeping.com/hs-fs/hubfs/images/pure-workflow-knowlege-base/Pure%20Workflow%2069.jpg?width=688&name=Pure%20Workflow%2069.jpg)
Select the template to be used, and click Schedule task at the bottom.
![Pure Workflow 70](https://help.purebookkeeping.com/hs-fs/hubfs/images/pure-workflow-knowlege-base/Pure%20Workflow%2070.jpg?width=688&name=Pure%20Workflow%2070.jpg)
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.