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Link a template task to a Standard when finishing the task means the standard is delivered, for example setting up endpoint protection. New portals made from the template inherit the link. You set it once on the template, not on each company’s task. The link tracks delivery. It does not install software or change a PSA record. This guide is for MSP staff who manage onboarding templates.

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Before you start

  • The link control needs Planner write, onboarding settings write (write_settings_onboarding), and Standards read access. Reading saved links also needs onboarding settings read access. Saving needs an active subscription.
  • You need an onboarding template with the task you want to link.
  • Approval tasks cannot link a standard, because new portals turn them into approvals rather than tasks.
1

Open the template task

Go to Settings > Projects > Templates > Templates and open the template. Choose Phases from the template menu, expand the phase, and open the task. Expand Link to a standard. In the earlier experience, open Settings > Client Onboarding instead.
2

Choose the Standard

Select the standard and, when appropriate, its deployment option. Choose No deployment option if the task does not establish a specific option.
3

Choose the completion result

Set When completed to Deployed, In progress, or Declined, then select Save. Reopen the template task to confirm the saved link.
4

Use the template for a new portal

Create a company’s onboarding portal from this template. Its task inherits the saved link and completion result. As the task progresses, review the company’s answer under MSP Tools > Standards. See Managing Portals.
Endpoint Readiness Demo onboarding template with its endpoint setup tasks.

Open the task inside the onboarding template's phase.

Onboarding task linked to a Standard

Unsaved configuration preview; fields fit the available editor width.

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Understand progress and reopening

The inherited link follows the company’s task: The standard must apply to the company. Task progress cannot override its device-platform or company-field exclusion. A manual, non-default answer remains authoritative. For example, manually marking the standard Deployed preserves that decision when the task is reopened. An unanswered Not Started cell can be controlled by onboarding. Template edits affect future portal tasks. Existing portal tasks keep the link and completion result they inherited; editing or clearing the template link does not rewrite them. To stop future tasks inheriting the link, open Link to a standard on the template task, choose No linked standard, and select Save. Changing the selected standard clears the deployment-option selection. Choose an option belonging to the new standard before saving. Only one task in a template can link to the same standard. When another task already owns that link, saving reports the conflict. Remove the earlier template link before assigning it to a different task. If an existing company task already controls that standard, applying another template preserves the company’s existing owner.

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Troubleshooting

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Frequently asked questions

No. The link only updates the standard’s status for that company.

Client onboarding

Review the broader onboarding workflow.

Read the Standards matrix

Understand the resulting deployment status.