A template for several clients at once
Open a template and click For several clients. Choose the clients (search, or Choose all), the start date and how projects are named: {template}, {client} and {period} (the month) are filled in, so "{template}: {client} {period}" becomes "GST monthly return: Alpha Traders March 2027".
Each client gets their own project with the template's milestones, tasks and document checklist. If one can't be created, the others still are, and you're told which.
Every period
In the same window, choose Repeat: every week, month, 3 months, 6 months or year. Each period, the template starts for every client on the list. Find them all in Projects → Recurring work, where you can:
- Start next now to start the next period's projects today.
- Pause and Resume (missed periods are skipped).
- Delete the schedule; projects already started are kept.
Repeating tasks
In a task, set Repeats to every day, week, month, 3 months or year. When you mark it done, the next one is added in the first column with the same people and details, and its start and due dates moved on one period.