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Repeating Checklists (Subtasks)
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Subtask Templates

This is where you define the set of subtasks that each task category always requires. When you choose a category for a new task, you can automatically pull in the right set of subtasks for that task.

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Template Category
Name
Webinar
7
Choose a topic
Identify target audience
Obtain manager approval
Send invitation to audience
Prepare presentation deck
Rehearsal and dry run
Give webinar
Competitive analysis
3
Review last year's report
Perform SEO rank comparison
Update report and distribute to team
Monthly reconciliation
4
Reconcile cash in bank accounts with general ledger
Approve any pending expense reports
Review closing journal entries with manager
Execute journal entries

Template Categories
1
Name
1
Webinar
2
Competitive analysis
3
Monthly reconciliation
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