Create a task template within a phase template

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create a task template within a phase template of a legal matter template. When you apply a legal matter template while creating a matter, the associated phases and tasks from the template are added by default to the matter.

    Antes de Iniciar

    Role required: sn_lg_matter.matter_config

    Procedimento

    1. Navigate to All > Legal Matter > Templates > All.
    2. Open a matter template.
    3. In the Phases related list, open a phase template to which you want to add a task template.
    4. In the Matter Task Templates related list, click New.
    5. On the form, fill in the fields.
      Tabela 1. Matter Task Template form
      Field Description
      Number System-generated task template number.
      Name Unique name for the task template.
      Parent Phase template to which the task template belongs.
      Order Number that determines the order in which the task should be worked on to resolve the matter. A task template with a lower-order number is higher in the queue to be worked on.
      Task Defaults section
      Template Default values populated in fields on a task form in the legal matter that is created using the matter template.

      Select a field from the list and enter value for it.
    6. Click Submit.
      A task template is created. The Checklist section appears.
    7. Opcional: Add to-do items in the Checklist section to provide a list of activities for the task fulfiller.
      1. Click the more actions icon (More actions icon.) next to the Checklist.
      2. Click Create new.
      3. Enter a description for the to-do item and press the Enter key.
      This checklist appears as the default to-do items in the task.
    8. Click Update.