What is a Task Template?

What is a "Task Template"?

If you are like most firms, many of your cases follow a consistent process or workflow. To make case management a bit more efficient, you may consider creating a task group which is series of sub-tasks that is remembered for future cases and can be carried over, reducing error and saving you time. It’s important to note that a saved template just stores the steps and not who each activity was assigned to; you can enter these details for each instance which uses the Task Template. 

Below is an example of a task template:


Now you may be wondering, how do I create a task template?




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