{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/bf8fb21a9b634eeb8abfc96d6ca180db\" frameborder=\"0\" width=\"1890\" height=\"1417\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1417,"width":1890,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1417,"thumbnail_width":1890,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/bf8fb21a9b634eeb8abfc96d6ca180db-1704899866989.gif","duration":182.52,"title":"Creating Task Checklists For Tempaltes","description":"In this video, I will show you how to quickly create task checklists for your templates in Financial Sense. I will demonstrate how to copy and paste existing processes into the platform, as well as how to use our pre-built templates or AI to generate customized checklists. By following these steps, your team will have clear instructions on how to complete their work and meet your firm's quality standards."}