Task Templates

Task templates let you apply a pre-built checklist of tasks to a matter in one click. They are particularly useful for standard workflows like residential conveyancing, employment tribunal preparation, or company formation.

Applying a template

1. Go to the Tasks tab of a matter.

2. Click Apply Template.

3. Select the template from the list.

4. CaseConnect creates all the tasks defined in the template, with due dates calculated from the template's configuration.

Managing task templates

Go to Settings → Task Templates (Firm Admin only) to create, edit, or archive task templates. Each template can include:

• Multiple task steps with titles, descriptions, and assignee roles

• Priority and due date offset rules

• Links to document templates that should be generated at each step