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Checklists vs Tasks in Law Firm Workflow Management

Tai Miranda Oct 2021 3 min read
Checklists vs Tasks in Law Firm Workflow Management

We know that checklists and tasks can be similar, especially depending on what needs to be done. Usually, checklists are comprised of a list of smaller tasks that need to be completed or reminders for upcoming tasks. "The Checklist Manifesto" by [Atul Gawande](http://atulgawande.com/book/the-checklist-manifesto/?ck_subscriber_id=808565846) helps to differentiate checklists and tasks by taking a look at how professionals would organize their workflows. The book primarily focuses on the medical field to explain how tasks have gotten more and more difficult. Complex tasks aren't only present in a single industry. We know that for the legal industry, this is especially true. At Legalboards, we've developed a system to help keep track of matters by breaking them down (check out this [article](https://website-backend.legalboards.com/blog/applying-agile-methodologies-for-lawyers/) for more information about how to do this).

What Is The Difference?

Check compliance clause; and Check the mediation clause.

Let's look at another example. In the first phase of a workflow, the task "File a Motion" has been created by the responsible lawyer. The task needs to be completed in 3 days. At the same time and within that same workflow, a checklist will be automatically created with the items:

Check documents; and Open a folder in Google Drive.

Likely, a paralegal will need to check and complete these items. The items are important *but *they are less important than the overall task and they do not have a deadline. ## Creating Checklists and Tasks in Legalboards Now that we know the difference between checklists and tasks, we can fully understand just how beneficial they are when it comes to organizing and keeping track of [workflow management](/workflow-automation/). If you want to learn how to start creating checklists and automations in Legalboards, check out this [article](https://website-backend.legalboards.com/working-in-legalboards/how-does-automation-work-2/), or if you're more visual, this video [tutorial]( Didn’t find what you needed? Check out our [support portal](https://website-backend.legalboards.com/get-help/), [contact](https://website-backend.legalboards.com/contact-2/) our team, or check out our other [resources](https://website-backend.legalboards.com/resources/) for help using Legalboards.