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how to automatically generate task lists
Hi, I'm super new to Smartsheet but have seen a handful of videos and am suggesting it as a solution for a bookkeeping client of mine for task and project management. We have created payroll and non-payroll client engagement templates (found on YouTube by schoolofbookkeeping) in her account to be used for each client and would like to automatcially generate task lists for herself and her assistant from them. Is there a way to do this so that they each get an updated task list daily emailed or something by chance? Thanks!