Work Templates allow you to standardize processes across your team. You can create a Template from an existing piece of work that you reuse often, or you can also create a brand new template.
To create a new Template, choose “Practice Settings” from the main menu, then “Work templates”. You can then choose to “Add Work Template”.
You’ll then be given the option to choose a name a description for your new Template. Try to be detailed here—the rest of your team will be searching for this when it is published.
Now that your draft Template has been created, you'll be able to add Tasks with descriptions, assignees, and due dates, plus documents, like you would add to any piece of work.
If you don’t know which colleague is going to be doing the work yet, you can use a placeholder role instead. Then when you create work from this template simply swap out the placeholders with the team.
Choose how many days each item should be due after the Work start date, or before the Work due date.
Edit the Template’s description or upload any documents in the Details tab.
When you’re done, hit publish at the bottom of your screen and your template is ready to create work from.
If you make any future changes to the template, these changes won't go live until your choose "Publish". Until you choose to publish any changes, the older version of that Template will be the active version.