Add a task in a legal matter through Mobile Agent

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

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

    Before you begin

    Role required: sn_lg_matter.matter_fulfiller

    Procedure

    1. In the Mobile Agent, navigate to the Assigned Matters list.
    2. Tap an assigned matter.
    3. In the Others tab, tap Phase and Tasks.
    4. Open a phase in which you want to add a task.
    5. Tap the actions icon (Actions icon.) and select the Create Task option.
    6. On the form, fill in the fields.
      Table 1. Legal matter task form
      Field Description
      Task Name Unique name for the task.
      Order Order in which the task should be worked on.
      Type Type of the task:
      • Data collection
      • Risk and Mitigation
      Due date Date by which the task should be completed.
      Short description Short description to specify the expected activities and output involved in completing the task.
    7. Tap the submit icon (Submit icon).
    8. Create a checklist to complete all the items necessary to fulfill the task.
      1. In the Checklist tab, tap Add Item to add a new checklist item.
      2. In the Add Item field, enter the checklist item description.
      3. Tap the submit icon (Submit icon.).
      4. Continue to add checklist items for the necessary actions to handle the task.
    9. Assign the task to a user who can work on the task by tapping the Assign button.

    Result

    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.