Stop rebuilding the same task list every time
A task template captures the steps for a whole case type once. Instead of recreating the same checklist every time a Partner visa 820 or a new tax return comes in, you apply the template and the case opens with the steps already laid out. Build as many templates as your practice runs, one per matter type.
Every task lands on the right person, already scheduled
Each task in a template can carry a default assignee, a deadline, and reminders, so the work lands on the right person with the right timing the moment the template is applied. The setup happens once, in Practice Settings, and pays off on every case after.
Apply it and the case starts populated
Apply a template when you open a new case or to one that already exists. Its tasks appear on the case ready to assign, track, and escalate like any other task, each with its owner, due date, and reminders already set. From there the work behaves exactly like normal case tasks, on the board and in the list.