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?
Best answer by Coral
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+5
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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