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hi everyone this is angel with tax dome today lets talk about job templates job templates allow you to add predefined contacts to repeated jobs on a regular timeline you will find them helpful for all your frequently used procedures and when adding multiple jobs to pipelines if you have clients which you do repeated jobs for example monthly payroll or bookkeeping with job templates you can add deadlines priority description or even notes to all these jobs at once say for example you have a hundred of clients which you do 1040 return for and you need to create jobs for them once a month now you can automate that to create a job template go to settings on your left sidebar menu templates tab at the top and go to the jobs sub tab click on the create template button and this will then take you to this page here is where you add the template name this is what you will see when selecting a template for the job next is the job name this is what you will see on the job cards in the pipeline
