How to Create a "Client To-Do" Template
What you can do: Add Client To-Do Part to a Document Template
Sometimes, you may require some actions from your clients. You can easily do it from Pulse360 by creating a Client To-Do section of an email and sending it out.
How: Step-by-step directions:
1. Create a new document template or use an old one.
2. Add a "Client To-Do" block. See How to Add and Edit Blocks for more information on creating and editing blocks.
3. Add Topic Merge Fields by pressing and selecting the "Client" subtopic in Display settings by clicking on the merge field and pressing the pencil icon. Save the block.
This now includes Client to-do items in your template.
Click on the topic merge field you want to edit, and the pencil icon will appear next to the topic merge field to access display settings:
4. The final template might look like this:
Tips
- Topic Merge Fields will pull notes into the document as usual. Applying the "Client" subtopic to the Topic Merge Field will pull the note into the Client To-Do section of your document. Such notes will not show up in another part of the document.
- How to Create and Edit a Document Template
- How to Add and Edit Blocks
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