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I am looking to create a solution that has clients that all have the same repeating tasks (around 30 of them) that need to be checked off as that client is worked on. What is the best way to do this?

Question asked by redsonya511 on Mar 6, 2018
Latest reply on Mar 8, 2018 by beverly

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I started with this but don't think this is the best way to do it.