Inserting a Task Template into File's Task List
When managing a file, you can customize your file’s task list by adding one or more task templates to the file, to include any additional set of tasks you require to complete the file.
a) Select Tasks within any file
b) Click Add New Task button in top right of page
c) Select Use Task Template so you can select the relevant task templates you want to add to your file (from your organization’s list of available templates). You can select Get started with a new Task if you want to create a new task, ad-hoc, specifically for the current file (typically one you do not expect to reuse on other files)
d) Click Confirm to continue
e) Select the checkboxes beside each template you wish to insert into your file. The list of templates will be filtered based on the file type (i.e. estate, trust or POA) and the team that the file in-context is associated to.
f) Click the Add Task Template button
g) The system will prompt you to indicate where in the file’s task list, these additional tasks will be inserted. Note that the file’s tasks are grouped by Phase
If you choose First in the list, the tasks from the template will be added to the top of the list of file tasks appearing under the Phase that each template task belongs to.
If you choose Last in the list, the tasks from the template will be added to the bottom of the list of file tasks appearing under the Phase that each template task belongs to
h) Click Confirm to continue
i) The system will insert all included template tasks into the list under whichever phases the tasks are associated to. You can find the inserted tasks at the top or bottom of the list depending on what you specified.
j) Once you’ve added the templates to the task list you can modify any task’s Due Date, Assignee, Status, and To-do item as required.