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Work templates

Template versions

Group by template identifier to compare revisions, or filter Status to find drafts and published plans. Open a version to preview or author its replacement.

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Save filters and layout for this account and register. Loading a view starts at the first page and keeps the current company scope.

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Search across the grid or filter individual columns. Numeric filters accept comparisons such as >= 10. Shift-click headings to sort by up to three columns. Resize columns by dragging their edges or using the arrow keys on a focused edge.

Counts and exports cover the records supplied to this grid; its scope is stated below.

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Work template versions. Filters and summaries cover the accessible template register.
Other company workoffice_general_office1Published50
Annual company auditoffice_audit_year1Published80
Set up a company serviceoffice_service_setup1Published50
Company closure and offboardingoffice_company_closure1Published80
Review a recorded bank accountoffice_bank_review1Published40
Open a bank accountoffice_bank_opening1Published70
6 matching records · 6 in the accessible template register
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Preview a template against a deadline

Check the planned dates, assignments and acceptance criteria before generating work.

Open deadline register

Select a deadline to preview its work plan and assignments.

Author a template

Define the outcome and acceptance checklist on the Epic. Use child steps for execution and evidence collection.

A published version is retained. Saving changes creates a new draft version; existing Epics keep their original plan.

Work plan steps and customer questions
epic · Deliver company outcome
Depends on accepted work

The template keeps one Epic. Organize its child tasks below.

task · Prepare and review
Depends on accepted work

Move or remove child steps before changing this step’s level or removing it.

subtask · Collect required evidence
Depends on accepted work

Epic acceptance checks

Use these for outcomes that need an explicit evidence-backed decision. General checklist instructions stay on the Epic above.

Questions for the customer

Questions are published to the client portal when this template generates work. Answers remain open until the customer responds.

Assign templates to recurring work

Choose which published template applies to company obligations or internal office work.

Office work triggers and company templates

New services open service setup work. A recorded bank account opens verification work. Closed or struck-off company status opens or links closure follow-up. Manual bank opening, audit-year and other work start from the company file. These events use the published starter unless a company override is configured here. Nothing automatically accepts the resulting work.

Configure a company override

Company rule assignments

Choose which published plan future occurrences of a company’s obligation rule will use. Existing Epics keep their generated plan.

No company-specific template assignments recorded.

Assign a template to a company rule