On the Job Record, users are able to add/edit tasks to the job and further add checklist items under each Job Task.

Job Record > Tasks Tab > Open Task Details > Checklist

The system permits users to add checklist items but it DOES NOT roll forward with the newly created engagement for the next year. Thus, this causes users a great amount of effort to manually re-create and add the task checklists item to each of their new jobs. For instance, partners/managers may have an x amount of jobs with different Job Tasks, leading to a variety of different checklist items.

Solution: Create ability to apply a template for job task checklists and roll the checklist items forward when new jobs are created.