> For the complete documentation index, see [llms.txt](https://docs.monolithforensics.com/monolith/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.monolithforensics.com/monolith/monolith-features/settings/task-templates.md).

# Task Templates

Task templates help teams create repeatable task lists for common workflows in Monolith.

A task template can include a task structure, subtasks, and other task details that your team wants to reuse. This is useful for standardized lab processes, onboarding checklists, collection workflows, analysis steps, review tasks, or any other process that should be completed consistently.

### When to Use Task Templates

Use task templates when your team regularly follows the same set of steps.

Common examples include:

* iPhone collection process
* Android collection process
* Computer collection process
* Windows USB activity analysis
* App review checklist
* eDiscovery review
* Standard onboarding checklist
* Internal lab process checklist

Task templates can help users avoid rebuilding the same task list each time a case or evidence workflow requires a repeatable process.

### Tasks in Monolith

Tasks can be managed from within a case or from the main Tasks area in Monolith.

Depending on the workflow, tasks may be viewed as a board or list. The board view can be used like a Kanban board, allowing users to organize tasks by status such as backlog, pending, in progress, or completed.

Tasks can also include additional details such as:

* Task name
* Task description
* Status
* Due date
* Category
* Assigned users
* Related evidence
* Subtasks
* Task template selection

### Use a Task Template

Task templates can be selected when creating a new task.

To use a task template:

1. Open the relevant case or the main **Tasks** area.
2. Click **New Task**.
3. Open the **Template** menu.
4. Select the task template you want to use.
5. Review the task details and subtasks that are added from the template.
6. Make any case-specific updates.
7. Save the task.

After the template is applied, the task can still be adjusted for the specific case, evidence item, or workflow.

### Create a Task Template

Task templates are created from existing tasks.

To create a task template:

1. Create a new task.
2. Add the task name, description, subtasks, and any other reusable task details.
3. Open the task.
4. Select **Save as Template**.
5. Name the template clearly.
6. Save the template.

After the task is saved as a template, it becomes available for future tasks.

### Manage Task Templates

Task templates can be managed from **Settings > Task Templates**.

Use this section to review the task templates available in your Monolith environment and manage templates your team no longer needs.

### Example Workflow

A lab may create a task template called **iPhone Collection Process**.

The template could include subtasks such as:

```
- Confirm device identifiers
- Photograph device condition
- Document power state
- Confirm passcode status
- Record collection authority
- Perform acquisition
- Document acquisition tool and version
- Review acquisition output
- Add notes and supporting files
- Mark collection process complete
```

When a similar iPhone collection process is needed in the future, a user can create a new task and apply the template instead of manually recreating each step.

### Best Practices

* Use clear template names that describe the workflow.
* Add subtasks for steps that should be completed consistently.
* Keep templates specific enough to be useful but flexible enough for real casework.
* Review templates periodically to make sure they still match your team’s process.
* Create separate templates for different workflows instead of one large generic checklist.
* Use task templates to support consistency across users, cases, and evidence processes.

### Related Pages

* **Tasks**
* **Cases**
* **Evidence Items**
* **Editor Templates**
* **Time Entry Categories**