Double's Default task template
complete
M
Max Gupton
I'd like to be able to edit the "Double task template" or be able to create my own template and set that as default for new clients. I'm fine with the basics in the Double task template, but I want to be able to play around with items. for example, the P&L review. the default is 3 months, but I'd rather have a 6 or 12 month view be the default. currently, I have no way to do that at a firm level. I have to change it manually for each client.
Ryan Le Roux
updated the status to
complete
Hey Max - head into Practice settings -> Practice management -> Workflow -> Monthly close settings.
At the bottom of that area you'll see a configuration for "Default closing template". From there you can choose a different template.
Then you can "Configure" your P&L + BS tasks in the selected template to the appropriate timeframe(s).