Add a recommended actions task to a legal matter

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Based on your findings of the complaint investigation, add recommended actions for the involved parties in the legal investigations matter.

    Before you begin

    Role required: sn_lg_investigate.fulfiller

    Procedure

    1. Navigate to All > Legal Request > Legal Counsel Center.
    2. Open a legal matter assigned to you in which you want to add a legal matter task.
      • To add a task to a matter, in the Tasks tab of the Legal Matter form, click New.
      • To add a task to a phase, open a phase from the Phases tab and click New in the Legal Matter Tasks tab of the phase record.
    3. On the Legal Matter Task form, select Recommended Action from the Type field.
    4. On the form, fill in the fields.
      For field descriptions, see Legal Matter Task form for legal investigations and fields specific to the recommended action task type.
    5. Save the legal matter task.
      • Save a legal matter task by clicking Save.
      • Save the changes to an existing legal matter task by clicking Update.