Approve or reject a legal matter task

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • As a matter owner, you can review and approve or reject matter tasks that are marked as complete by the task owners.

    Vorbereitungen

    Role required: sn_lg_matter.matter_fulfiller

    Prozedur

    1. Navigate to All > Legal Request > Legal Counsel Center.
    2. In the Legal Counsel Center tab, select the list icon (List icon).
    3. In the Lists tab, under My Work, click Items Pending Approvals.
    4. In the Tasks To Do list, click Requested to open a matter task for review for approval.
    5. Approve or reject the matter task:
      • To approve the matter task, click Approve.

        The state of the approval request updates to Approved.

      • To reject the matter task, click Reject. In the dialog box, enter comments for approval or rejection in the Comments field.

        The state of the approval request updates to Rejected.

    Ergebnisse

    • If you approve the matter task, the task is closed. The state of the task updates to Closed Complete.
    • If you reject the matter task, the task is opened again. The state of the task updates to Work in Progress. The task owner can work on the task again to fulfill the requirements of the task and mark it complete for approval.