Add a milestone to a legal matter
Add a milestone to a legal matter to track important calendar events related to the matter.
Before you begin
Role required: sn_lg_matter.matter_fulfiller
About this task
As a collaborator added to a legal matter, you can access and work on the legal matter just as matter owners can. However, you can't modify the Matter owner, Assignment group, and Assignment group permission fields.
You can track the upcoming milestones in a matter in the Home tab of the Legal Counsel Center.
Procedure
- Navigate to .
-
In the Legal Counsel Center tab, select the list icon (
).
-
In the Lists tab, open a legal matter by selecting an
option under Matters.
Option Steps As an assignee - Select the Assigned to Me option.
- Select a legal matter to work on.
- If the legal matter is newly assigned to you, select Start to start working on it.
The state of the legal matter updates to Work in Progress.
As a collaborator - Select the Collaborations option.
- Select a legal matter to work on.
- To add a milestone, in the Milestones tab, click New.
- In the Name field, enter a unique name for the milestone.
- In the Due date field, select a date by which the milestone should be accomplished.
- Click Save.