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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Canny AI
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
Canny AI
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.