Create a task template within a phase template
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.
Before you begin
Role required: sn_lg_matter.matter_config
Procedure
Navigate to All > Legal Matter > Templates > All.
Open a matter template.
In the Phases related list, open a phase template to which you want to add a task template.
In the Matter Task Templates related list, click New.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Number | System-generated task template number. |
| Name | Unique name for the task template. |
| Parent | Phase template to which the task template belongs. |
| Order | Number that determines the order in which the task should be worked on to resolve the matter. A task template with a lower-order number is higher in the queue to be worked on. |
| Task Defaults section | |
| Template | Default values populated in fields on a task form in the legal matter that is created using the matter template.Select a field from the list and enter value for it. |
Click Submit.
A task template is created. The Checklist section appears.
Add to-do items in the Checklist section to provide a list of activities for the task fulfiller.
- Click the more actions icon (
Image omitted: down-arrow-icon.png
More actions icon.\) next to the **Checklist**.
More actions icon.\) next to the **Checklist**.
2. Click **Create new**.
3. Enter a description for the to-do item and press the Enter key.
This checklist appears as the default to-do items in the task.
- Click Update.
Parent Topic:Create a legal matter template