The article covers the below:
To-do Template Overview
You can create your most common tasks in a template, so you don't have to create them manually all the time. Templates will let you import easily. Examples of such common tasks are:
Recording transactions from Bank Feed
Process the docs received in Dext
Reconcile daily bank deposits with the POS
Process the payroll
Reconcile Bank Accounts
Reconcile Credit card accounts
How to create a To-do template?
You can access To-do templates from Settings>Templates>To-do.
Click on New Template and name it
Start adding To-do
Import To-do from the templates
Go to the client to which you want to import the To-do
Go to To-do Module
Click on Three Dots and Click on Import Template
Select the template that you want to import and import it
