Plan: Available: All plans
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
Task templates allow practices to standardise recurring work, improve productivity and ensure the right tasks are assigned with standardised content.
Sample task templates are deployed with every platform. This article outlines additional custom Task Templates that an FYI Admin or user with Templates permission can set up in your practice.
Custom Task Templates
Use the following tables as examples to create additional custom Task Templates and customise them to suit your practice.
As each Task Template is created:
- Consider using a User Custom Field to assign relevant tasks.
- Ensure that the Priority category is enabled in your practice settings.
- Apply any additional Merge Fields to dynamically insert relevant information.
- Ensure each Task Template status is set to Active.
Clients
| Task Template Name | Name | Due date | Priority | Task Template Details |
| Client Information In | Client Information In - {{ ClientName }} | 1 day | High | {{ ClientName }} has provided their information for us to commence their work. |
| Client Update | Add/Update Client Information - {{ ClientName }} | 2 days | Medium | Please update following client details: |
| Payment Arrangement | Organise Payment Arrangement - {{ ClientName }} | 1 day | High | Organise the following payment arrangement for {{ ClientName }}: |
| Phone Message | Phone Message - {{ ClientName }} | 0 days | High |
Name: {{ ClientName }}
Phone: {{ ClientPhone }} / {{ ClientMobile }}
Message:
|
Jobs
| Task Template Name | Name | Due date | Priority | Task Template Details |
| Job Collation Request | Job Collation Request - {{ JobName }} | 1 day | High | Add in staple link to documents requiring collation: |
| Job Preparation | Prepare: {{ JobName }} | 10 days | Low | Prepare {{ JobName }} for review/queries |
| Job Review | Ready for Review {{ JobName }} | 2 days | Medium | Review {{ JobName }} |
| Job Rework Required | Changes Required: {{ JobName }} | 1 day | High | Changes required for {{ JobName }} please adjust and have reviewed when complete |
| Lodgement Required | Lodgement Required for {{ ClientName }} {{ JobName }} | 0 days | High | Please organise lodgement for {{ ClientName }} {{ JobName }} on dd/mm/yyyy |
| Payroll Processing | Process Payroll {{ ClientName }} {{ {{"now" | date: "%B" }} | 0 days | High | Process Payroll for month ending {{ "now" | date: "%B %Y" }} |
| Review Source Docs | Review Source Docs | 2 days | Medium | Please review the source documents received. |
Billing
| Task Template Name | Name | Due date | Priority | Task Template Details |
| Invoice Job | Invoice Job - {{ JobName }} | 0 days | High |
Please prepare {{ ClientName }}'s invoice for their {{ JobName }} job.
Please send the relevant documents for signing.
Complete this task once that is done.
|
| Invoice Review | Invoice Review - {{ JobName }} | 0 days | High | Please review the draft invoice and update as required |
| Over budget task | Complete job over budget file note for {{ JobName }} | 3 days | Medium | Please complete this file note with details on why this job has exceeded its budget. |
| Write off Review | Review Write off {{ JobName }} | 3 days | Medium | Review and provide notes for write off details on {{ JobName }} |