📦 How to Batch Create Jobs from a Template

Quickly launch the same job across multiple clients with just a few clicks.

The Batch Create Jobs feature allows you to apply a single Job Template to multiple client workspaces at once—saving time and ensuring consistency across your recurring processes.

✅ Steps to Batch Create Jobs

1. Open the Client List Panel

   • From the left-hand navigation, go to the My Client List.

     Click the Batch Actions Button

   • At the top of the client list, click the blue checkbox icon (Batch Actions).

     Select Clients

   • Check the box next to each client you want to apply the job to.

   • Or use the “Select All” option to apply to every active client workspace.

     Click +Job

   • Once your clients are selected, click the + Job button at the bottom of the panel.

     Choose the Job Template

   • From the list of available templates, choose the Job Template you want to use.

   • Click Create Job.

     That’s it!

   • The job will be added to the Internal Workspace of each selected client.

💡 Use Cases for Batch Jobs:

• Monthly bookkeeping cycles
• Quarterly reviews or tax check-ins
• Year-end prep
• Client onboarding checklists