Assign task created for filling Legal Tracker details
As a legal fulfiller, assign the task created for filling Legal Tracker details to the task fulfiller.
Warum und wann dieser Vorgang ausgeführt wird
When you submit an outside counsel request, you can choose to fill in the Legal Tracker details later by selecting Create a task for entering Legal Tracker field details. On approval of the outside counsel request, a task is created to fill in the Legal Tracker details. Assign this task to the legal user, legal fulfiller or matter fulfiller to fill in the details. For more information on submitting an outside counsel request, see Request Outside Counsel engagement.
Vorbereitungen
Role required:
- sn_lg_ops.legal_user and sn_lg_cf_workspace.legal_workspace_user
- sn_lg_matter.matter_fulfiller
- sn_lg_ops.legal_fulfiller
Prozedur
-
Open a task.
Method Action Using Legal Counsel Center homepage - Navigate to
- Select the View All option on the Matters widget.
- From the list, open a legal matter.
- Navigate to the Tasks tab.
- From the list, open an unassigned task.
Using Legal Counsel Center lists - Navigate to
- Select the list icon (
). - In the Lists tab, navigate to .
- From the list, open a legal matter.
- Navigate to Tasks tab.
- From the list, open an unassigned task.
Using platform view - Navigate to
- From the list, open a legal matter.
- Navigate to the Tasks related list and open an unassigned task.