Automation that adds client or team task sections WITHIN the same template.
A
Amanda Collins
It would be helpful to have an automation that adds additional client or team task sections WITHIN the same project template. New client onboarding for example. I would like to have a set of predetermined items that would need to be reviewed for each new client. So, if the trigger was 'will client need QBO setup for the first time' when that box is checked, FC would automatically add a team/client group of tasks that were already made specifically for that situation. But, if a client needs 'migrate from QBD' those tasks will look completely different so I would like to have those sections and tasks automatically populate if the box is checked as opposed to the new QBO setup group of tasks. I made a clunky workaround for my end of year close template. Not all clients have payroll forms to file, 1099s to issue, etc. I made templates for each of those workflows and then used the 'automatically create a project' automation based on if the specific box was checked or not. However, that generated multiple different projects for each client-- as opposed to all the end of year tasks staying together.
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