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Adding stages from schedule templates to schedules

Accountants Enterprise with Practice Manager only

The quickest way to add stages to a schedule is to attach stages from an existing schedule template.

Schedule templates contain commonly used steps that you can copy to an assignment that you are setting up. You can allocate any of the stages listed or add new ones to make the schedule suit client needs (see Adding stages to schedules).

To add stages from a schedule template to a schedule
  1. Find and open an assignment. See Finding and opening assignments. The Assignment Details page opens.

  2. Click the Schedule tab.

  3. Add the new schedule details. See Adding schedules to assignments. You are returned to the Assignment Details page > Schedule tab.

  4. Select the newly created blank Schedule from the drop-down.

  5. Click Add from template on the Tasks bar. The Add from Schedule Templates window opens displaying the stages in the Schedule Template.

  6. Select a Template from the drop-down. The window displays the stages in the Schedule Template. The templates would already have been created.

  7. Review each stage. If you do not want to add a stage to a particular assignment, deselect the checkbox for that stage.

  8. Click Add. The stages are added to the Schedule table on the Assignment Details page > Schedule tab.

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