Overview
A task blueprint is a collection of tasks which can be used as a blueprint for importing tasks into a specific matter.
You can define a task blueprint with similar properties to a regular task, such as the task name, description, task type, member type (to assign a user by member role), priority, fee type, duration, budget hours, and deadline.
Create A Task Blueprint
To create a task blueprint collection:
Click on the Task Blueprints or compass icon from left navigation bar to view the Task Blueprints list page
Click "Add Task Blueprint"
Enter the task blueprint name
Select a Matter Type
Enter description of your task blueprint
Click "Save"
After filling in the basic information, you can build your individual task to add to the collection.
Add individual task:
Click "Add Task"
Enter your task name
Enter task description
Select a Task Type
Select a Member Type
This will automatically populate the member as the task's assignee based on the matter's role assignment. When you import the task blueprint into a matter, we check the role assignments for a matter and find the member with the specified member type defined in the task blueprint.
Select a Priority
Select a Fee Type
Enter duration
Enter Budget Hours
Select Deadline if needed
Click "Save" or "Save and Add Another"
Once all of your individual tasks are created, you can create task dependencies as needed.
How To Add Task Dependencies
When viewing a specific task blueprint collection, you can add a dependency from one task to another, from the Actions column of the tasks list.
Add Task Dependency:
On the tasks list, under the "Actions" column there will be a button for "Add Dependency".
Click the "Add Dependency" button from the Actions column in the table.
Select the Dependency:
Predecessor
Successor (most common option)
Select the Task that will be the dependent task
Enter Lag Days
Enter Lag Type:
Calendar days (includes weekends)
Business days (excludes weekends)
Once you have entered all of your task dependencies, you can click the Gantt Chart tab to view how your dependencies associate one task to another.
Example Task Dependency Assignment
When you are selecting the "Add Dependency" button from the task table row for a particular task, let's call the task "Send Document to Client" in the tasks table, then the task "Send Document to Client" will be the predecessor if you choose "Successor" from the Dependency select dropdown.
You can then select the successor task as "File Signed Document from Client" and dependency type "After".
This will ensure the task "File Signed Document from Client" happens after the predecessor task "Send Document to Client".
You can visualize how you are building task dependencies in the gantt chart.
If you have any questions, please feel free to contact us.