How do I change the Base Template in Repeating Work?

Hi @Cynthia Vincze! I have not found a way to change the template that a work item is attached to unfortunately. I’ve searched a bunch myself, because I run into this from time to time, and wish we could change the template the work item is attached to. If it's attached to the correct template, but you want to make changes in that template, you can reset the job to the updated template. I’m sorry I don’t have more helpful info! If you put in a feature request (https://community.karbonhq.com/ideas) I’ll definitely vote for it!

@Cynthia Vincze If you customize the the Work for the current period, it will carry forward any changes to future periods without having to customize the base template.  If you do want to customize a base template, then apply it to a repeating schedule, that is something that Karbon has to assist with.  I have done this a few times when we redesign a standard recurring Work and need to roll it out to all clients.

@Cynthia Vincze Think of your templates as the foundation that you use to build each of your client’s Work off of.  Once you create a new Work for a client using a template as the starting point, then customize it for that client.  When you turn on the repeating schedule, those changes will then carry forward to all future Work for that client.

For my firm, templates are not changed very often because they are just the starting point that new Work is built from.  Also, keep in mind that once new Work is created from a template, it never refers back to that template ever again.  If you make changes to the template, it won’t affect anything on the Work that was setup using that template.  That Base Work Template field is only for informational purposes so you know what template was used to create that Work.

Hope this helps!

awesome points @BrooksW - some of our templates change somewhat frequently (quarterly tax planning, business/individual returns), however there are many others that change less frequently and there is definitely value for those carrying over the customizations to the future work.

For client-specific customizations we are never entering those at the template level, only the work level. But for changes that will impact the entire group, we make those on the template level and then reset the work items to reflect that new template.