Task templates are groups of related tasks that can be reused across files. They help standardize workflows while still allowing flexibility based on the details of each file.
What task templates are used for
Task templates allow you to:
Create reusable sets of tasks
Apply consistent workflows across files
Customize task lists quickly without starting from scratch
Templates can be used for estates, trusts, and powers of attorney depending on how they are configured. You can create Task Templates at any time with Core, Advanced, or Enterprise plans.