Task list workflows are the simplest way to start saving time and systematizing your business.

Task list workflows consist of a set of one or more tasks that you can load to a matter as many times as you like.

To create a task list workflow, click on 'workflows' in the lefthand menu.

Now click on 'task lists'.

Click on 'create workflow' and select 'task list'.

Enter a name and description (optional) for the task list workflow.

Now just add tasks to the task list. Specify how many days after stating the list that each task should be completed i.e. due in 1 day, due in 3 days etc.

You can add task tags, descriptions, task links, and specify what roles each task should be assigned to and reviewed by.

Now click on the option button next to the name of the task list and publish it either just to the current workspace or to all workspaces in your organisation.

You can apply a task list workflow to any milestone on a matter.

Open a matter, go to the task board, select the milestone (or create a milestone) that you want to add the tasks too.

Click on '+create a task'.

You'll have the option to 'Create a task' or 'Apply a Task List'. Click on 'Apply a Task List'.

Select your task list workflow from the menu.

Choose the date by which the last task in the list needs to be completed (note that this due date cannot be later than the target date of the milestone you are applying the task list to - learn how to edit the milestone dates here).

Then click 'Create' to apply the task list workflow.