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Creating Task Workflows and Bulk Editing Tasks

In this guide, you will learn how to create and customize a task template and how to bulk edit tasks. Task templates simplify matter creation by allowing you to quickly apply predefined tasks with just one click. These templates can be tailored to suit different types of matters, streamlining the process of adding tasks needed to close a matter.

Steps to Create a Task/Subtask Workflow:

Step 1: Select a Matter or Task

  • Start by selecting the Matter or Task you want to work with.

Step 2: Open the Tasks Tab

  • If you’re in an Object like a Matter, click on the Tasks tab.

  • If you’re already in a Task, select + Add Workflow to begin.
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Step 3: Add a Workflow

  • Click + Add Workflow to open the workflow creation screen.

  • Tip: To add a single task (for Matters) or subtask (for Tasks) without a workflow template, click + Add Task instead.

Step 4: Create a New Workflow

  • Click + Create Workflow to start building a new one.

  • You can also choose from existing workflow templates on this screen if one fits your needs.

Configure Workflow with Subtask Intervals

Step 5: Configure the Workflow

  • Enter a title for your workflow.

  • Add the tasks or subtasks that need to be completed.

  • Assign assignees and collaborators, and attach any necessary documents.

  • Set intervals for each task if you want Traact to auto-assign dates based on the Start Date you choose.

  • Select a workflow type, then click Create.

 

Step 6: Apply the Workflow

  • After saving, select your new workflow, add a Due Date for the first task, and click Apply.

 

Step 7: Review and Edit

  • All tasks and subtasks from your workflow will now be added to your Matter or Task.

  • To edit any task or subtask (for example, to adjust due dates, descriptions, or tags), click on it to open the details drawer and make your updates.

 

How to Bulk Edit Tasks

Managing multiple tasks one by one can be time-consuming. With Traact’s Bulk Edit feature, you can update many tasks at once—saving time and keeping your workflows organized.

Step 1: Select Tasks

  • Go to your Tasks page and select either all tasks or just the ones you want to update.

Step 2: Open Bulk Edit

  • Once tasks are selected, a Bulk Edit option will appear. Click it to continue.

 

Step 3: Choose What to Update

  • Select the fields you’d like to update for all chosen tasks. You can modify:

    • Assignees

    • Collaborators

    • Status

    • Tags

    • Other task details

 

 

Step 4: Apply the Changes

  • Click Apply Changes to update all selected tasks at once.

 

That’s it — your updates are applied instantly, helping you stay efficient and organized.

Need Help?
If you have any questions or need assistance with a request, please contact your Customer Success Manager or reach out to the Traact Support team.