Create a task for a legal matter

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 3 Minuten Lesedauer

    • Create a task in a legal matter or a phase of the matter that you or another user should perform to resolve the matter.

    Vorbereitungen

    Role required: sn_lg_matter.matter_fulfiller

    Warum und wann dieser Vorgang ausgeführt wird

    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.

    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, open a legal matter by selecting an option under Matters.
      OptionSteps
      As an assignee
      1. Select the Assigned to Me option.
      2. Select a legal matter to work on.
      3. 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
      1. Select the Collaborations option.
      2. Select a legal matter to work on.
    4. Add tasks to a matter or a phase.
      • To add a task to a matter, in the Tasks tab of the Legal Matter form, click New.
      • To add a task to a phase, open a phase from the Phases tab and click New in the Legal Matter Tasks tab of the phase record.
    5. On the form, fill in the fields.
      Tabelle : 1. Legal matter task form
      Field Description
      Name Unique name for the task.
      Type Type of the task.
      Priority Level of priority to work on and complete the task. The priority of a task determines its importance for resolving the matter.
      Phase Phase to which the task belongs.
      Matter Matter to which the task belongs.
      Event name Name of the calendar event associated with the task. A calendar event with a due date helps you to track the progress of the task for specific milestones.
      State Current state of the task to determine the progress of the task.
      Order Order in which the task should be worked on when there are multiple tasks in a phase or matter.
      Assignment group User group to which the task is assigned.
      Assigned to User to whom the task is assigned. If an assignment group is selected, the list shows members of the selected group.
      Due date Date to complete the task.
      Short description Short description to specify the expected activities and output involved in completing the task.
      Notes section
      Additional comments Comments or notes that the requester can also see.
      Work notes Comments or notes that only authorized users related to the matter can see.
      Risk Details - This section appears only when Risk and Mitigation is selected from Type.
      Risk owner Owner of the risk.
      Risk description Description of the risk.
      Proposed mitigation plan Plan to mitigate the risk.
      Action completed Actions that have been completed.
      Interview Details - This section appears only when Interview is selected from Type.
      Start date and time The date and start time of the interview.
      End date and time The date and end time of the interview.
      Interviewee Name of the person who you are interviewing.
      Additional interviewers Names of the people who conducted the interview.
      Interview notes Notes from the interview.
    6. Click Save.
    7. Wahlweise: In the contextual sidebar, add instructions and to-do items for the task.
      • In the Instructions section, click Add to add instructions for the assigned user to do to complete the task.
      • In the Checklist section, click Create to add to-do items to track the progress of activities in the matter task.
      • If the matter type is set to Interview, then Interview Template component is visible in contextual sidebar.
      Wichtig:
      To use interview templates, you must first install the Interview Templates plugin (com.sn_interview_templates) and enable the Requested RCA of Interview Templates for Legal Matter Management and Legal Counsel Center application scope.
    8. Wahlweise: Add an artifact (folder) in which you or the assigned user can upload files related to the task or its investigation.

    Ergebnisse

    A legal matter task is created and is listed in the matter's Tasks tab. If the task was added in a phase record, then the task is also listed in the phase's Legal Matter Tasks tab.
    Tipp:
    If the new task doesn't appear in the list, click the refresh list button (Refresh list icon.).