ℹ️ Note: Templates can only be managed by Managers and Administrators. You won't be able to access the Templates section without either of these permissions.
Step 1: Go to Other Schedule templates
From the main navigation, select Templates → Other Schedules.
This will take you to the Other Schedules templates page, where you can view all existing templates.
Use the tabs to switch between All, Draft, and Published templates.
You can also sort, filter, or search templates from here.
Step 2: Create a new template
Click the New Template button in the top right-hand corner.
A pop-up will appear where you can:
Enter a template name (keep it short and clear for users).
Optionally, tick Set as Default Template (or you can change this later once published).
Click Create to continue.
Step 3: Add items to your template
Once inside your new template, click + New Item.
A side panel will appear where you can enter:
Name (required)
Description (optional)
Tag (optional) – used to trigger checklists
Entity Type (optional) – apply to a specific entity type if needed
Example:
Name: Financial Statements
Description: Records of draft and final financial statements
Tag: FS
Entity Type: Leave blank to apply to all
Click Submit once you’re happy. You can edit or delete the item later by selecting the three dots (⋯) next to it.
💡 Need help with tags? See: How do checklists work for Other Schedules?
Step 4: Organise your items
Drag and drop the items to rearrange their order if needed.
Rename the template using the ⋯ menu in the top right-hand corner of the template.
Step 5: Publish your template
When you’re ready, click Publish in the top right-hand corner.
Published templates display a green dot.
Draft templates display a grey dot.
Once published, you can:
Set it as the default template (if not already selected).
Unpublish it at any time.
Sync to open workpapers if you want to apply changes to existing jobs (⚠️ use with caution).
💡 Tip: You can continue editing or refining the template after it’s been created. Templates do not currently support CSV import, so all items must be added manually.