Click Task Lists.

Click New Task List.

Enter a Task List Name and select the State.

Select a Matter Type.

Click Save.

Select the task category you just created.

This is where you can enter your tasks specific to that Matter Type.

Click New Task Template.

Enter the Task Template Subject.

Toggle Based on Critical Date on.

Select the Critical Date that the task is going to calculate from, i.e., Engagement Date.

Enter the number of days before or after the chosen Critical Date, i.e. for 14 days after, type (+14) or for 14 days before, type (-14).

Type text into the Body, if required.

Select a Template, if required.

Click Save.

Enter as many tasks as you need for this category, i.e., Prepare Checks, Order Searches, Organize Settlement.

Open the matter.

Click the Calendar & Tasks tab.

Click Select Tasks on the toolbar.

Tick the checkboxes of the tasks required for this matter.

Click Select.

Click Review & Create.

The tasks will open in Microsoft Outlook for you to review.

Click Save & Close on the Task ribbon.

The task will be listed in the Tasks List of the Calendar & Tasks tab of the matter.

Open a matter in the specified matter type.

Click the Calendar & Tasks tab.

Click Select Tasks and select the relevant task list from the drop-down menu. 

Right-click on the task and click Select Template.

Click the required template and click Select.

When the task is opened from LEAP or Outlook, the button  on the right-hand side will, when clicked, open the document that you have set as the applicable template for this task.

The task will be listed in the Tasks List of the Calendar & Tasks tab of the matter.