Create a phase template for a matter template

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

    • 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.

    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, click New.
    4. On the form, fill in the fields.
      Tabela 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.

    O que Fazer Depois

    Create task templates within a phase template.