Grouping of Templates by type
Amanda Aparicio
For example, we have different templates for our tax clients depending on how we get the information and how it will go back to the client "“ pickup, mail, upload. It would be nice if we could have a way to make folders of something for the different types of templates. (Like a tree or something that can condense and just open sections: Example:
- Tax
- 1040
- Temp 1
- Temp 2
- 1120s
- Temp 1
- Temp 2
- Bookkeeping
- Folder 1
- Temp 1
- Temp 2
- Folder 2
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Amanda Aparicio
Merged in a post:
Template - Grouping Folders
Amanda Aparicio
The ability to group Templates together for simplicity into groups. Allows different divisions within the company to find their templates easily to ensure the correct templates are being used for processes.
Amanda Aparicio
Merged in a post:
Manage templates
Amanda Aparicio
Would it be possible to classify templates into categories so that the list of templates is more manageable. I know there is a search feature but sometimes we might not have the exact name to search. It would also be nice to know to have count of how many times the template was used. This information would be useful in many ways.
K
Kristin Tyler
Our template list is LONG. Being able to group them into folders would be so helpful.
Autopilot
Merged in a post:
Ability to sort project templates into folders
S
Sarah L
Eg. A "Personal Tax Return" folder could include our templates used by the personal tax department, so they can access the list of templates that are specifically available for their use.
Autopilot
Merged in a post:
Template folders
J
Jenna Lee Dillon
Template folders would be AWESOME! I'd like to be able to organize templates by category AND be able to separate out internal operations templates from templates used for client projects
Autopilot
Merged in a post:
Folders
M
Maurice Birt
It would be nice to be able to sort project templates with folders. There are so many templates out there and when you modify an existing one it just creates more clutter. If I had folders, I could sort templates by project type.