00:00:
00:06: This video will demonstrate how to create task templates.
00:10: It should be noted that the option to create task templates is only afforded to firm
00:15: administrators and office managers.
00:19: To begin, go ahead and click the Quick Add Plus sign on the top right corner of
00:24: Carrot Legal.
00:28: Within that menu, you'll see a section for tasks.
00:31: And beneath that, you'll see a dedicated option for creating a new task template.
00:37: This same option will repeat in other task locations like the dashboard and the
00:43: dedicated tasks section.
00:47: Clicking a new task template will bring you to the task template creation screen.
00:54: You'll want to begin by naming your template.
01:03: You'll then drop down to the Task Name field.
01:07: Here is where you will start building out your subtasks,
01:11: including any descriptions.
01:36: Next, click Add Subtask.
01:40: This will clear the Task Name and Description field, and the task you've just added
01:45: will list below.
01:48: You'll go back to the task name and description and repeat this step for additional
01:53: tasks in the task template.
01:56: Again, once the subtask is created, it will drop down to the subtasks section down
02:01: below.
02:03: As you're creating this template, you'll have the opportunity to revisit your
02:07: subtasks, to change a name, or update a description.
02:12: Additionally, you'll be provided the trashcan if you need to delete a subtask.
02:17: When you're satisfied with the subtask template, you can go ahead and click Create
02:22: on the far bottom right corner.
02:27: You'll receive a quick confirmation banner to let you know that your changes have
02:31: been saved and you'll be brought to your task template list.
02:36: From here, you'll be able to go ahead and identify that task template that you've
02:40: just created and going forward should you need to alter this task template in any
02:45: way you'll be provided this same list and hit the edit pencil to revisit your task
02:51: template and all of its corresponding details this
02:58: Just have been saved and you'll be brought to your task template list.
03:03: From here, you'll be able to go ahead and identify that task template that you've
03:08: just created.
03:09: and going forward, should you need to alter this task template in any way you'll be
03:13: provided the same list and have the edit pencil to revisit your task template, and
03:19: all of its corresponding details,
03:25: This video as been a review of how to create task templates.
03:30: Learn how to create, customize, and edit task templates efficiently in CARET Legal to
03:34: streamline task management for your firm.