Steps
Open the file and click Tasks.
Click Add Task in the top right.
Select Use Task Template, then click Confirm.
To add a one-off task instead, select Get started with a new Task — that is a different flow and is not covered here.
Check the box next to each template you want to add. The list shows only templates that match your file's type (Estate, Trust, or POA) and team.
Click Add Task Template.
Choose where to insert the template tasks within each phase:
First in the list — adds template tasks to the top of each phase.
Last in the list — adds template tasks to the bottom of each phase.
Click Confirm.
Conclusion
The template's tasks appear in your file's task list, grouped under each task's phase. From there, you can modify each task's due date, assignee, status, and to-do items. If a template is not showing up in the selection list, confirm its file type and team match your file's. For other questions, see the Task Template FAQs.
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