Worksheets are used to gather data from your clients that is formatted into a spreadsheet. Ex. Schedule C income and expenses, Farming Income and Expenses. When your client receives the worksheet, they will need to fill in the requested data.
Creating a Worksheet
Default worksheets in Truss cannot be edited. They can be duplicated.
Step 1: Click "Your Name" at the top right to extend the menu
Step 2: go to Templates
Step 3: Click on Worksheet templates
Step 4: Decide whether to duplicate an existing template or start a New Template
Duplicating a template
Duplicating a template
Step 5: Name your Template and click Duplicate
Step 6: Click on your new template name to open editing
Step 7: Edit the name if needed
Step 8: Edit description if needed
Step 9: Delete items if needed
Step 10: Add rows if needed
Step 11: Click Submit to save your changes
New Template
New Template
Step 5: Add a Worksheet Name
Step 6: Add a description (optional)
Step 7: Add lines to the worksheet
Step 8: Click Submit to save your changes
How to use your worksheet template
Worksheets can be added to Checklist templates and/or added to existing projects.
Adding a Worksheet to a Checklist template
Adding a Worksheet to a Checklist template
Step 1: Navigate to Checklist Templates
Step 2: Click on the template you want to add the worksheet to
Step 3: Scroll down and click "Add new Task"
Step 4: Hover over new task and select Worksheet from the drop-down menu
Step 5: Select the Worksheet Template
Step 6: Add/update instructions
Step 7: Click Add & Close (Or Next if you need ot continue adding more tasks)
*After adding the task, you can re-order by dragging and dropping
Step 8: Save
Adding a Worksheet to a project
Adding a Worksheet to a project
Open your Project
Step 1: Click "New"
Step 2: Click Create Worksheet
Step 3: Start typing the name of your saved template to select
Step 4: Make any adjustments to the description or remove items if needed
Step 5: Click Submit
Remember to email your clients if you want them to be notified about changes to the project