Template Library
Every firm's Library includes 40 ready-made templates.
The templates are grouped into six categories:
Bookkeeping
Accounting & Reporting
Tax
Payroll
Audit & Assurance
Client Admin
Each template is tagged with a Category custom field that holds its category. Use this field to filter the Library or show it as a column (see Using the Library table below).
You can use the templates as they are or change them to suit your firm. To keep the original intact, duplicate a template first and edit the copy.
You can also create your own templates from scratch. To learn how, see the Creating templates article.
Template Table
The Library table lists your firm's templates. From the table you can sort and filter templates, choose which columns appear, edit values directly, and act on several templates at once.
Sort templates
Click a column header to sort the list by that column.
Filter templates
Click the filter icon.
Choose what to filter by: name, assignee, or a custom field such as Category.
Set the value you want to filter on.
Add or remove columns
Click Add columns.
Select the columns you want to show, and deselect any you want to hide.
Template custom fields, such as Category, can be added and removed as columns as needed.
Edit templates in the table
The table is inline editable. Double-click a cell to update its value directly in the table.
Edit several templates at once
Select the templates you want to change.
Click Bulk Edit.
Make your changes and apply them.
Assign work from several templates
Select the templates you want to assign work from.
Click Assign Work.
Delete templates
Select the templates you want to delete.
Click Delete.
Deleted templates can't be restored. To get one back, you'd have to re-create it manually, so check your selection before you delete.
Template custom fields
Templates have their own custom fields, separate from the custom fields you use elsewhere. The Category field on Library templates is one example. You create template custom fields in the separate Custom Fields tab on the Templates page. For how, see the Template custom fields article.
FAQ
Do I need to do anything to get the Library templates? No. They're included in every firm's Library.
Can I change the Library templates? Yes. Edit them directly, or duplicate a template first if you want to keep the original.
How do I copy a template? Use Duplicate on the template's page.
Can I assign work from more than one template at a time? Yes. Select the templates in the Library table and choose Assign Work.