Work with organizer template

Once you’ve created an organizer template, you can edit it as your needs change, duplicate it to save time on similar workflows, or delete it when no longer needed.

Edit organizer templates

Edit an organizer template when your workflow changes or when you need to customize a Marketplace template to match your firm’s specific requirements.

To make changes to an organizer template:

1. Go to Templates > Firm templates in the menu bar, open the Organizers tab, then click on the organizer template name in the list.

2. Update the template: edit intro section, modify questions, reorder or remove sections, add a checklist, or rename it. Learn more about the template settings in the dedicated article .

3. After making your changes, you have two options:

   • Click Save or Save & Exit to save the changes to the template only.

   • Click Update organizers at the bottom of the page to save the template and apply updates to to all organizers linked to this template. Organizers that have already been started by clients will not be updated.

   

Duplicate organizer templates

Duplicate an organizer template to save time when you need similar workflows with minor differences, such as organizers for different tax years or service types. To copy an organizer template:

1. Go to Templates > Firm templates in the menu bar, open the Organizers tab.

2. Click the three dots to the far right of the organizer template name.

3. Select Duplicate. The organizer’s copy will be saved with a suffix (e.g., Organizer (2)).

Then, you can edit a copy.

Delete organizer templates

To avoid clutter, remove an organizer template if you don’t need it anymore:

1. Go to Templates > Firm templates in the menu bar, open the Organizers tab.

2. Click the three dots to the far right of the organizer template name.

3. Select Delete in the dropdown, then confirm by clicking Delete. All organizers created for clients with that template will still remain.

   

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