Reuse your setup and connect your tools

You have set up your first account. Choose the next workflow that matches the work you do most often.

Repeat a setup

• Use task templates and repeating tasks when the same work returns on a schedule.
• Use request templates when you ask clients for the same information more than once.
• Use account duplication and bulk creation when a new account should begin from an existing setup.
• Set Memo Pad defaults or update selected accounts when new accounts need the same starting note. A default is copied into new accounts. It does not update existing ones.
• Set the default Files structure when new accounts need the same folders.

Keep track of work

• Use My Tasks to see work assigned to you across accounts.
• Set your personal notification choices. Use a module page when you need to change one type of alert.

Connect another tool

• Use API access to create client accounts or tasks from another system.
• Use Zapier when a listed Zapier action or trigger fits the workflow.
• Read portal tracking before adding GA4 or HubSpot. It explains where tracking runs. It also explains what data is sent.

Access can depend on your role, settings, and plan. Open the linked page before you set up a workflow for clients.