video1.0<iframe src="https://www.loom.com/embed/bf8fb21a9b634eeb8abfc96d6ca180db" frameborder="0" width="1890" height="1417" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14171890Loomhttps://www.loom.com14171890https://cdn.loom.com/sessions/thumbnails/bf8fb21a9b634eeb8abfc96d6ca180db-1704899866989.gif182.52In 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.