Here's how to launch existing task list templates into a transaction.

  • To launch a task list template, go to the main page of the transaction and click 'Tasks'



  • This will take you to the project Tasks page. Scroll all the way down and click 'New Task List From Template'


  • Select the task list you'd like to load, and click 'Add Task List from Template'.



  • The page will refresh and the task list will then be loaded into the project. Anyone who has preassigned roles on the task template & project will then be notified that they have new tasks on the project.

  • Then, if you would like to load in another task list, just repeat the process. The order in which you start them doesn't matter!

  • Then you're done!