What task templates are used for
Task templates let you:
Create reusable sets of tasks that apply to common estate scenarios
Apply consistent workflows across files without starting from scratch
Customize task lists quickly based on the details of each case
Templates can be configured for estates, trusts, and powers of attorney. You can create a task template at any time with the Productivity Bundle add-on.
Conclusion
If you have questions about task templates, see the Task Template FAQs or contact [email protected].
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