video1.0<iframe src="https://www.loom.com/embed/bec62b24f4e54501affa130aa1f3bba9" frameborder="0" width="1280" height="960" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9601280Loomhttps://www.loom.com9601280https://cdn.loom.com/sessions/thumbnails/bec62b24f4e54501affa130aa1f3bba9-a766886742e49bcd.gif97.6029In this video, I provide an overview of how to navigate and utilize worksheets within Trusts. To access your worksheets, simply click your name at the top right, hover over templates, and select worksheet templates. You can duplicate existing templates to make changes or start fresh with a new one. Once your worksheet template is created, you can add it to checklist templates or active projects. Please take action by creating and customizing your worksheets as needed.