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Copying individual tasks one section to another section

  • 9 December 2021
  • 2 replies
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Hi I have a one-off project that involves the same admin work relating to several clients in my practice, and I would like to copy the tasks I have created for each Client Section to all the others. Is there an easy way to do this?

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Best answer by Coral 9 December 2021, 11:50

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You could set up a template for the one off job and then apply it to all the clients that you need it for.

 

I personally wouldn’t change the template for ongoing jobs and would add it in additionally.

 

We do this in April to do a payroll check as a one off. Then once this is up and running, we complete the job. If we set this up to repeat yearly, we get a reminder without having to remember to set it up every year or having to cross off a task for 11 months that isn’t then needed.

 

Does that help?

Thanks Coral.  In the end I decided that would be the best way to go as well.  I had a simple work for the main part of the work, which was the setup of the software, then the specific repeatable tasks I moved to a new template that I can use for each client.

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