📄 How to Create a Job from a Template

Quickly launch repeatable workflows using your saved templates.

Job templates in Client Hub make it easy to standardize your firm’s services and launch new jobs with just a few clicks. You can use a template you created or one provided by Client Hub.

✅ Steps to Create a Job from a Template

1. Go to the Templates Menu

   • Click the Templates icon from the left-hand navigation.

     Choose the Right Template

   • Select the Firm Templates tab to use a custom template your firm created.

   • Or click the Client Hub Templates tab to browse prebuilt options.

     Open the Template

   • Click the template card to open the Template Detail drawer.

     Create the Job

   • In the upper right corner of the drawer, click the ellipsis (⋯) next to the template name.

   • Select "Create Job" from the dropdown menu.

     Assign Job Details

   • Select the client you want to assign the job to.

   • Choose a start date and due date.

     Click Create

   • Your job is now created and ready to be managed from the client’s Internal Workspace.

💡 Pro Tip:

After creating the job, you can further customize it by:

• Assigning different task groups to team members
• Adding or editing tasks
• Setting up recurrence and Autopilot client tasks