If you are using Jobs and Tasks, you'll probably be using them for frequent work, such as Tax Returns. Instead of creating a new Job for every client each time you want to do a Tax Return, you can create a Job Template.
The Job Template can contain multiple Tasks, just like a standard Job. However, instead of entering the details every time you run a Job, the fields are populated with the selections made in the Job Template.
See How to create and apply a Job Template.
