Intuit Practice Management

You can use Task Types on work templates to associate individual tasks to the type of activity that is performed.

Using Task Types with Templates

Work Templates allow you to standardize processes and quickly create new pieces of work. Here's how to create one from scratch.

Work Templates allow you to standardize processes and quickly create new pieces of work. Here's how to create one from existing work.

You can use job roles on work templates as placeholders when you don't know exactly who will be doing the work tasks beforehand.

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