Creating work from a Work Template with Client Tasks

When you create Work from a Work Template containing Client Tasks, Karbon will prompt you to choose the client you want to send the tasks to.

If your Work has a due date that results in your automatic sending rules being in the past, the Client Tasks will be sent within 10 minutes of the Work being created.

If your Template has two Client Task groups and you choose a client when creating the Work off that Template, Client Tasks in both groups will be assigned to the same client. You can edit this when the piece of work has been created.

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