Hi @Bec Johnston ! Once you have created the work item you can customize the task list to the client’s needs. Then those customized tasks will be carried forward to the next item in the repeating work series.

Does that answer your question?

Hey Jen, yes thank you! We were hoping that was the case but we weren’t confident!

So we’ve added a template for all our payroll clients and want to add in a few extra steps for a number of clients, so further bespoking the template.

We’ll give it a go!

Also, if you don’t mind answering another...I’m trying to find out how many clients have the ‘Corporation Tax Reminders’ and I can’t see how to pull that specific info.

Hi @Bec Johnston, is that a work item or are you talking about reminders for client requests?