One of the initial questions would be, are clients set up as a Team to take advantage of a deeper structure or a Project. If Team, there could be a lot of Teams, if Project, it might force you into sub-tasks which has had several conversations on pluses and minuses. It Teams, another reason I am advocating global expand/collapse to team level. I am attaching an example template of Checklist for Estate Administration, which could be one engagement for a client. Would welcome feedback on Team, Project, Task, Section, Subtask set-up. I am attaching a PDF of an example Service for an attorney for example. Thank you @alexis for allowing the site to use PDF’s.Checklist for Estate Administration.pdf (255.5 KB)
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