Standardizing your company's most common process is critical if you want to improve efficiency, maintain quality, and set your company up to scale. It's easy to do this when using templates. In fact, 92% of Intuit Practice Management customers say the majority of work they complete is driven by standardized workflows and templates
Once you have created templates, you can use them to create work items for your clients, and set them up to repeat automatically on a schedule.
These short articles will show you how to manage templates and work:
- Video overview of work
- Create a new piece of work
- Create a work template from scratch
- Create work from a template
- Setup a work schedule
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