Create a request template

Request templates help your firm reuse the same checklist for common workflows such as monthly bookkeeping, tax prep, payroll, or cleanup work.

Create the template

1. Go to Request templates.
2. Click New template.
3. Enter a Template name.
4. Optionally add a description.
5. Optionally enter a default email subject and default message.
6. Keep Active checked if you want the template to be available when creating requests.
7. Click Create template.

Add checklist items

1. Open the template.
2. Click Add item.
3. Enter a short, specific title.
4. Optionally add a description.
5. Choose the item type: Document, Information, or Confirmation.
6. Choose whether the item is required.
7. Click Add item.

Reorder checklist items

On the template page, drag items by the handle beside each item. CrankHQ saves the new order for future requests created from that template.

Important

Changing a template does not change requests that were already created from that template.