Create a task for a legal matter

Create a task in a legal matter or a phase of the matter that you or another user should perform to resolve the matter.

Before you begin

Role required: sn_lg_matter.matter_fulfiller

About this task

As a collaborator added to a legal matter, you can access and work on the legal matter just as matter owners can. However, you can't modify the Matter owner, Assignment group, and Assignment group permission fields.

Procedure

1. Navigate to All > Legal Request > Legal Counsel Center.

2. In the Legal Counsel Center tab, select the list icon

1. In the Lists tab, open a legal matter by selecting an option under Matters.

1. Add tasks to a matter or a phase.

   • 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.
   • On the form, fill in the fields.

   Field	Description
   Name	Unique name for the task.
   Type	Type of the task.
   Priority	Level of priority to work on and complete the task. The priority of a task determines its importance for resolving the matter.
   Phase	Phase to which the task belongs.
   Matter	Matter to which the task belongs.
   Event name	Name of the calendar event associated with the task. A calendar event with a due date helps you to track the progress of the task for specific milestones.
   State	Current state of the task to determine the progress of the task.
   Order	Order in which the task should be worked on when there are multiple tasks in a phase or matter.
   Assignment group	User group to which the task is assigned.
   Assigned to	User to whom the task is assigned. If an assignment group is selected, the list shows members of the selected group.
   Due date	Date to complete the task.
   Short description	Short description to specify the expected activities and output involved in completing the task.
   Notes section
   Additional comments	Comments or notes that the requester can also see.
   Work notes	Comments or notes that only authorized users related to the matter can see.
   Risk Details - This section appears only when Risk and Mitigation is selected from Type.
   Risk owner	Owner of the risk.
   Risk description	Description of the risk.
   Proposed mitigation plan	Plan to mitigate the risk.
   Action completed	Actions that have been completed.
   Interview Details - This section appears only when Interview is selected from Type.
   Start date and time	The date and start time of the interview.
   End date and time	The date and end time of the interview.
   Interviewee	Name of the person who you are interviewing.
   Additional interviewers	Names of the people who conducted the interview.
   Interview notes	Notes from the interview.

2. Click Save.

3. In the contextual sidebar, add instructions and to-do items for the task.

   • In the Instructions section, click Add to add instructions for the assigned user to do to complete the task.
   • In the Checklist section, click Create to add to-do items to track the progress of activities in the matter task.
   • If the matter type is set to Interview, then Interview Template component is visible in contextual sidebar. Important: To use interview templates, you must first install the Interview Templates plugin (com.sn_interview_templates) and enable the Requested RCA of Interview Templates for Legal Matter Management and Legal Counsel Center application scope.

4. Add an artifact (folder) in which you or the assigned user can upload files related to the task or its investigation.

Result

A legal matter task is created and is listed in the matter's Tasks tab. If the task was added in a phase record, then the task is also listed in the phase's Legal Matter Tasks tab.

Tip: If the new task doesn't appear in the list, click the refresh list button (

• Complete a legal matter task
  When you finish working on an assigned matter task, mark the task as complete.
• Approve or reject a legal matter task
  As a matter owner, you can review and approve or reject matter tasks that are marked as complete by the task owners.
• Cancel a legal matter task
  You can cancel a matter task if it no longer requires any action.

Parent Topic:Work on a legal matter