Create a phase template for a matter template

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Create a phase template for a matter template for resolving the matter in an organized way. When you apply a legal matter template while creating a matter, the associated phases from the template are added by default to the matter.

    Before you begin

    Role required: sn_lg_matter.matter_config

    Procedure

    1. Navigate to All > Legal Matter > Templates > All.
    2. Open a matter template.
    3. In the Phases related list, click New.
    4. On the form, fill in the fields.
      Table 1. Matter Phase Template form
      Field Description
      Number System-generated phase template number.
      Name Unique name for the phase template.
      Parent matter Matter template to which the phase template belongs.
      Order Number that determines the order in which the phase should be worked on to resolve the matter. A phase template with a lower-order number is higher in the queue to be worked on.
    5. Click Submit.

    What to do next

    Create task templates within a phase template.