To Do Templates

Sick of rewriting SOPs on how to click that one button in Dubsado?

The To Do Templates section lets you create reusable to-dos for your workflows. Each entry should be one single, specific task - this makes it easy to stack multiple to-dos together for a fully customized process.

Make it even better: link a Loom or Scribe walkthrough inside each one so your clients can actually follow instructions without needing you on standby.

This is the tool I swear by for creating an awesome to-do template bank!