Step 1 - Settings
Go to Configuration and select contract types. Then select the contract type to add new subject templates.
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Step 2 - Select Task Templates
Select the Task Templates within your selected contract type. In this case The Real Estate Agreement (Lease).
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Step 3 - Add the Task Template
Click on "Add Task Template"
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Step 4 - When the form opens select the Subject Template
Fill in the task template but make sure that you select the Subject Template before you continue.
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Step 5 - Final step - Complete the form and Save Task Template.
After completing the form your Contract Type will have a new Task. This task is located under the selected Subject. When you choose this contract type as part of the Contract Meta Data input for a new signed contract in the Contract Management system, the tasks will be generated automatically.
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And you're done
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