Bulk Add Project Templates to multiple clients.
complete
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Tyler Otto
Ideally, we could create a task and assign it to as many clients as we want at once.
I.e. We want to assign a Non-Close Task to 25 of my clients to have a certain person go through and do a Employee Retention Credit qualification review.
Or we want to do sales tax audits on 15 of our clients.
It would save us a lot of time to create a task across multiple clients rather than having to create (or copy it to) each one separately.
B
Ben Stein
complete
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Ben Stein
in progress
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Ben Stein
under review
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Ben Stein
discussing with author
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Ben Stein
Tyler Otto - you could create a Project Template for this and then use that to apply it to certain clients! Right now we don't yet support bulk applying Project Templates, but we could definitely add that. Thoughts?
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Tyler Otto
Ben Stein: That's a pretty solid function actually. Sorry i wasn't aware of that feature, but i think that would work great.
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Ben Stein
Tyler Otto: ok great!
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Jodie Strong
Ben Stein: "Right now we don't yet support bulk applying Project Templates, but we could definitely add that. Thoughts?"
I would love for this feature to be added!