When you finish working on an assigned matter task, mark the task as complete.

Before you begin

Role required: sn_lg_ops.legal_user

Procedure

1. Navigate to All > Legal Request > Legal Counsel Center.
2. In the Legal Counsel Center tab, select the list icon .
3. In the Lists tab, under My Work, click Tasks to do.
4. In the My Tasks list, open the task.
5. Optional: In the Activity section of the task, enter comments or add attachments.
6. Click Mark as Complete.

Result

The matter task is completed and its state updates to Review. It sent to the matter owner for approval.