Task Templates
Create reusable task templates with subtasks for repeatable lab workflows.
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:
Open the relevant case or the main Tasks area.
Click New Task.
Open the Template menu.
Select the task template you want to use.
Review the task details and subtasks that are added from the template.
Make any case-specific updates.
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:
Create a new task.
Add the task name, description, subtasks, and any other reusable task details.
Open the task.
Select Save as Template.
Name the template clearly.
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:
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
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