---
sourceDocument: Xanadu Employee Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/employee-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Create a phase template for a matter template

# Create a phase template for a matter template {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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 AllLegal MatterTemplatesAll.
2. Open a matter template.
3. In the Phases related list, click New.
4. On the form, fill in the fields.  
   {#create-phase-template-for-matter-template__table_xfp_wby_3jb__entry__2}

   | 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. |
   [Table 1. Matter Phase Template form]

   {#create-phase-template-for-matter-template__table_xfp_wby_3jb}
5. Click Submit.

## What to do next

[Create task
templates](https://servicenow-prod.fluidtopics.net/jNTtlTQYfff3oQjYk287gw "Create a task template within a phase template of a legal matter template. When you apply a legal matter template while creating a matter, the associated phases and tasks from the template are added by default to the matter.") within a phase template.

*[\>]: and then