So a couple of items:I believe that Forms are depricated in current versions but still in the system for legacy clients. ergo, Forms are not available for normal use. I have accomplished the templates option you mention below by using Templates - simply create a template with your base process flow and insert the documents in folders within the Project Template. Require use of the template through either removing Project - Create New and only using Project - New from Template or just verbal policy. Task based templates are tough, but can be accomplished if you need them. The Collaboration Manager is more of a moderator role than a 'feature'. Use the Documents part of the Collab tab and see what you can make work for you.Cheers and hope this helps.CR