🔍 Finding Your Checklist Templates
Tip: Your account comes pre-loaded with a starter set of common checklists (such as a 1040 checklist) to give you a solid starting point.
Navigate to your Profile > Templates > Checklist Templates.
🎨 Customizing Your Templates
📘 Tip: Edit and create the templates to your firm's specifications before using them. These are your templates!
1. Click the name of the template to open it for editing.
2. Click the trash can icon to delete the template.
3. Click the copy icon to create a duplicate of an existing template.
4. Click + New Template to generate a new one from scratch!
Once you have opened a template that you want to edit, you can customize it with the following steps:
1. Edit the name of the template.
2. Edit any existing task.
a. The visible Name of the task.
b. The Description of the task.
c. The Document Category assigned to the task (1099-INT, W-2, etc.)
3. Click + Add New Task to create a new item for the checklist.
a. Click New Task to set it as a Task, Question, Engagement Letter, or Worksheet.
b. Enter the Name for the task.
c. Add a Description.
d. Add a Document Category.
e. Click Add & Close to add the task and close the window. Click Add & Add Next to keep the window open to keep adding tasks.
🔦 Using a Template in a Request
After you create a Project, click + New to open the menu to add a new Task. Then click + Checklist Templates to open the template window and add the full template, or specific items!
