Ability to select which tasks or templates will get added for onboarding clients
Matthew Burnett
Ability to select which tasks or templates will get added for onboarding clients.
For example, when onboarding a client, I often need to allocate the same tasks. This is just an administrative burden, so I wonder if there is a way to group tasks together, and then I can simply select the group and all applicable tasks will be created for the client.
I.E.
- Onboarding task
- Client file set up
- Diagnostic review
- Payroll tasks
- Etc.
Autopilot
Merged in a post:
Bulk add or templates for a new client during onboarding
T
Tracey Rubens
Rather than opening template schedules and assign each individual workflow to a client, it would be great to open a new client and tick all the workflows you want assigned to them, This would be great as most clients have the same list of workflows to be set up and this would be much quicker.