Complete a legal matter task through Mobile Agent

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura
  • When you finish working on an assigned matter task, you can mark the task as complete.

    Antes de Iniciar

    Role required: sn_lg_ops.legal_user

    Procedimento

    1. In the Mobile Agent, navigate to the Assigned Tasks list.
    2. Tap an assigned task.
    3. In the Details tab, tap Mark as Complete.

    Resultado

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