Templates are a fantastic tool when you want to quickly roll out standardized work you do for clients. Examples of templates commonly created by other firms are ones for bi-weekly bookkeeping, payroll processing, 1040s, 1041s, 1065s, payroll processing, and much more.
To create a template, follow the instructions below. We've also included some best practices that have helped other firms to be rock stars in their workflows:
Navigate to the Templates page.
Click Create new template near the top right corner of the screen.
Give the template a title (e.g. Weekly Bookkeeping or 1040 Tax Planning).
Give the title a description. This is the same description that will be used in other projects, so it can be helpful to provide general statements relevant to the project.
Start adding tasks. Remember, this is your place to add links to Google Drive or Dropbox for document storage, checklists to remember unique steps or documents, and standardize who should be assigned specific tasks at your firm.
Don't forget, you can rearrange tasks or edit or delete tasks at any times, but they will update all projects made from that template in order to keep your workflow streamlined in all places. To learn more about editing a template, click this article: How to Modify a Project Type from a Template
Nice work! Once you've added all your tasks, team members and any other additional information, this template is now ready to be used to create projects for your clients!