You'll often find yourself running through the same tasks whenever you're working on a new matter. Task templates allow you to build a work structure, attach files, and then save that structure so you can use it later. You can load that structure manually or automatically whenever you create a new matter.
Who can use this feature?
👤 Contributor, In-House Legal, or Administrator roles
🔑 Requires 'full matter access' permission
In this article:
How to save tasks as a template
To save these tasks as a template, click the save icon shown on the right-hand side of the task grid.
A pop-up window will appear, providing you with the steps to complete.
Note: All required fields will be highlighted in red.
Name your template. Giving it a meaningful name and an optional description will make it easier to find later.
Choose which tasks to include in the template. You must select at least one. Only top-level tasks are shown. If a task has subtasks, they are automatically included with the top-level task.
If you know that you'll be assigning these tasks to the same people, you can select Include people assignments, and those tasks are automatically assigned to them. You'll then have the option to include any files you attached to the task, as well as any external links.
Select the various matter types you want to be associated with this template. Hold down the CTRL/CMD key to select multiple matter types.
If you tick the box next to Apply template to new matters of this type, this task template will automatically load whenever new matters of the selected type(s) are created.
Click the Save as template button once you're done.
How to load a task template
Loading a task manually
After you have created your new matter, click on the Tasks tab and look for the button labeled Add template.
A pop-up window will appear. You can scroll through all the task list templates available, search for one by name, or by matter type. Click on it to expand the view and see the tasks. Then, select Apply Template to add them to your matter.
Loading a task template automatically
In the section above, you learned how to save task list templates. When you save a template and select the option to Apply template to new matters of this type, the task list template will be automatically added to newly created matters.
How to manage task templates
Only a LawVu Organization Administrator can access the task templates saved to your company's account. To get to them, go to Settings > Matter Management > Task templates and then click Settings.
Once there, you will be able to:
Edit the name of your task template.
View the name of each task and the file type of any attached documents.
See which user is assigned to a task.
View the template's creator, as well as the date and time it was created.
Delete the templates you no longer want.
Note: You can't edit task templates centrally. To make changes, you'll need to open a matter, modify the template's tasks, and save it as a new template, then delete the old one. Existing matters using the old template will not be affected.