Task templates can be published to the Community Templates library to share best practices and workflows with the wider Double community.
Community templates overview
Publish templates to the community
To publish your own template to the community template library, go to Templates > Tasks (Quick link):
Select the desired task template
Click "Duplicate"
Choose "To community templates"
Published templates will show a description of the template as well as the firm that created and published it.
Editing a published template
To edit a previously published template, open the published template, make the necessary changes, and republish it.
Add community templates to your practice
To explore available community templates, navigate to Templates (HERE) → Browse Community. Templates can be searched by category or sorted by Most Popular and Newest Published options.
To copy a community template to the firm, select the desired template and click Copy to Firm.
If the template includes custom task sections, map the template’s sections to the firm’s existing sections or select the gear icon → Manage Sections to add new ones.
After a community template has been copied to the firm, it can be applied to clients as needed.
Updates made to the original published community template will not affect the copied version and vice versa. Changes to the template will not impact clients that already had the template applied unless the template is applied again.