Task Templates in CA Cloud Desk help you save time and maintain consistency by pre-defining recurring tasks efficiently. Instead of creating the same task structure manually each time, you can simply apply a ready-made template instantly. This is especially helpful for CAs managing standard workflows like GST filings, audits, or client onboarding processes smoothl
Task Template
"Task Template Setup Made Easy in CA Cloud Desk"
Accessing Task Templates
• Go to the Task Management module from the left sidebar
• Click on Add Templates from the right setting bar
• You’ll see a list of existing templates ( Task Template, Task Stages ,Task subtask & Task setting)
Step 1: Create a New Template
• Click the “+ Add Template” button
• Enter a Template Name (e.g., “Monthly GST Filing”)
Step 2: Add Tasks to the Template
• Click Add Task inside the template editor
• Enter the Task Title (e.g., “Prepare GSTR-1”)
• Set the ECT days , ECT hours, Priority, and Assignee (optional)
• Click Save Task
Step 3: Customise Task Settings
• Use the Consultant dropdown to assign a knowledgeable expert
• This person can assist during task execution
• Useful for tasks requiring specialised guidance
provide equivalent like this for adding sub task
• Use the Consultant dropdown to assign a knowledgeable expert • This person can assist during task execution • Useful for tasks requiring specialised guidance provide equivalent like this for adding sub task
Step 5: Select Consultant (Optional)
• Use the Consultant dropdown to assign a knowledgeable expert
• This person can assist during task execution
• Useful for tasks requiring specialised guidance
Step 6: Add Intimate (Notifications)
• Choose the Intimate—team members who should be notified of task progress
• Ensures the right people stay informed throughout the task lifecycle
Step 7: Define Stages of the Task
• Break down the task into clear stages like:
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Document Collection
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Review
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Submission
• These stages guide your team through a structured workflow
Step 8: Outline SOPs or Task Steps
• In the Template section, describe standard procedures (SOPs)
• Example:
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Step 1: Gather PAN, Aadhar, and utility bill
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Step 2: Fill registration form
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Step 3: Upload documents and submit
Step 9: Add Billing Information
• Add your Fees (professional charges)
• Select appropriate HSN codes from dropdown
• Enter Govt HSN if applicable
• Add Discounts if you're offering any
Step 10: Add Subtasks
• Click Add Subtask to divide the main task
• Example for "Create GST License":
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Subtask 1: Collect documents
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Subtask 2: Upload and draft application
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Subtask 3: Generate invoice and handover license
Final Step: Submit the Template
• Review all entered data
• Click Final Submit
• Your Task Template is now ready to use across multiple clients!
Conclusion
The Task Template module in CA Cloud Desk is designed to help Chartered Accountants and their teams create standardised, reusable workflows for recurring tasks and services. By setting up a task template, you can save time, maintain consistency, and ensure all necessary steps are followed every time a task is executed.
When creating a task template, start by selecting a Consultant, the expert who will oversee or provide guidance during the task. Next, use the Intimate option to notify relevant stakeholders about task updates. You can then define the Stages of Service or Task—for example, document collection, review, and submission—ensuring the process flows smoothly.
In the Template section, outline the SOPs or specific instructions for task execution. For billing, you can set your fees, choose the applicable HSN code from a dropdown, add government HSN, and apply any discounts. You can also break the main task into Subtasks for better tracking—such as collecting documents, uploading data, drafting applications, and issuing the final deliverable.
Once all details are filled in, your task template will be ready for use. This feature ensures efficiency, accuracy, and streamlined management across your practice.
Once configured, simply click Final Submit, and your template is ready for instant use—helping your firm boost efficiency, reduce errors, and maintain a consistent workflow across all client projects, while improving collaboration, saving valuable time, and enhancing overall client satisfaction.
