🛠 How to Create a Client Task Template

Client Task Templates make it easy to save time and stay consistent—especially when you're sending the same requests to multiple clients or on a regular basis. Whether it's new client onboarding or recurring monthly document requests, templates help streamline the process.

There are 2 options for creating Client Task Templates:

Option 1: Creating a Client Task Template from the Templates Section

You can now create your first Client Task Template directly from the Templates section in Client Hub. Follow these steps:

1. From the left navigation menu, click the Templates icon .
2. Click the Client Tasks Templates tab at the top.
3. If you haven't created any templates yet, you will see a message that says "You have no client task templates." (If you already have Templates on this page, click the Blue + button to create a new Template)
4. Click the blue Create First Template button.
5. This will prompt you to open a client workspace, where you can create a new set of client tasks.
6. Once you've drafted the tasks, click Save as Template to save them for future use.

Option 2: Creating a Client Task Template from a Client Workspace

1. Go to the Client Workspace

   From the left-hand menu, click Clients & Workspaces, then choose the client workspace you want to use.

2. Click “New Client Task”

   At the bottom of the center column, click the New Client Task button.

3. Create your task

   Write your message and fill out the task details as you normally would.

4. Click “Save as Template”

   Instead of sending the task, click the Save as Template button.

5. Name your template

   Give your template a clear name so you can easily find and reuse it later.

6. Click “Save”

   That’s it—your task is now saved as a template!