How do I create a task from a template?

Create the task

1. Click Tasks in the left menu, then click New Task.
2. On the left, find your template. Type in Search template… to find it fast, then click it.
3. Choose the Client Entity. This is required.
4. Check the Task Name. DueFiler fills it from the template. Add the year or period at the end.
5. Set the Priority and the due dates.
6. Choose an Assignee if you already know who will do the work. You can also add Watchers.
7. Type the Description / Instructions for the person doing the work. This is required.
8. Click Create Task.

Good to know

• The checklist is copied from the template. If you change the template later, tasks you already made do not change.
• DueFiler never chooses the assignee for you. You decide each time.
• Each task is for one client. For the same filing in many companies, make one task for each company.
• No template for this work? You can create a Blank Task instead.