Plan: Available: All plans
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
Task Templates can be created to ensure tasks are always presented with the format, instructions and due dates required by your practice.
Users can select a template when creating a task, which pre-populates the details of the task. This improves productivity and quality controls with standardised content that can only be maintained by FYI Admins, or a user in a User Group with Permissions enabled for Templates. Refer to Creating and Maintaining Task Templates.
Enabling Task Templates
Task Templates are automatically enabled for your practice, and the Task Templates tab will be available in the Knowledge workspace.
An FYI Admin can check that Task Templates have been enabled:
- From Practice Settings, navigate to General and select the Tasks tab.
- Ensure that Task Templates setting to "On".
Note: Task Templates can be disabled by setting the option to "Off". However, it is recommended that Task Templates remain enabled to ensure that Automation Processes that rely on Task Templates are not impacted.
Using the Knowledge - Task Templates List
The Task Templates tab in the Knowledge workspace displays a list of Task Templates that can be selected when creating a Task. This is where FYI Admins or users with Templates permissions can create and edit the templates. Refer to Creating and Maintaining Task Templates.
Standard Users can display the list of Task Templates and filter, search and sort using the Columns and Filters tabs. They can also display the default values for a Template and create tasks directly from the Task Templates List.
Note: The Task Templates tab is not a Cabinet in FYI. It will not display in the Cabinets list in Practice Settings or as an option in the Cabinets column when filtering on Lists or saving files.
At the top of the Task Template list is the View Selector, used to display the Views that can be selected. Default views appear at the top of the View selector with a divider, followed by all the saved views.
When one or more Task Templates are selected, a toolbar will be displayed at the top. Right-click on a Task to display the toolbar as a pop-up menu.
Sample Task Templates
The following Sample Task Templates are automatically uploaded to the Knowledge - Task Template workspace and set to Active.
An FYI Admin or user with Templates permission should review each template and consider:
- The relevant User Custom Field is assigned to the task template.
- Ensure that the Priority category is enabled in your practice settings.
- Apply any additional Merge Fields to dynamically insert relevant information. For example, inserting {{ ClientName }} where applicable.
Tip: For examples of additional task templates that can be created, refer to Custom Task Templates.
| Task Template Name | Name | Assignee | Due date | Priority | Task Template Details |
| Arrange client appointment | Arrange client appointment | Administration | 2 days | Medium | Please call the client and book in a meeting. |
| Client Response Required | Client Response required | Manager | 1 day | High | Please review and respond to client. |
| Establish a new entity | Establish a new entitiy | Administration | 2 days | Medium | Please arrange for a new entity. Run the automation to "Establish a New Entity" when the client is added to FYI. |
| Provide client information as requested | Provide client information as requested | Accountant | 1 day | High |
Please send documents on behalf of client. Esnure a third party authorisation is on file if applicable. |