Make it easier to copy checklists
complete
G
Gila Halleli
I'm trying to add a checklist to a payroll review. The checklist has 10 steps. And the only way I can do this is to copy every. single. line., one by one, to the other task. I tried using AI to copy; it can't read it. I tried using AI to add the task and checklist to all of the relevant clients. It copied the task but not the checklist. This setup is not scalable. I can do this if I have five clients, but not for 30.
Ryan Le Roux
updated the status to
complete
This functionality is now available in Ask Double. When copying a task from one client to multiple clients, you can also copy its checklist.
Alternatively, you can create a template and apply it across your firm.