Add a task in a legal matter through Mobile Agent
Add 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
Procedure
In the Mobile Agent, navigate to the Assigned Matters list.
Tap an assigned matter.
In the Others tab, tap Phase and Tasks.
Open a phase in which you want to add a task.
Tap the actions icon (
Image omitted: action-icon.png
Actions icon.\) and select the **Create Task** option.
Actions icon.\) and select the **Create Task** option.
- On the form, fill in the fields.
| Field | Description |
|---|---|
| Task Name | Unique name for the task. |
| Order | Order in which the task should be worked on. |
| Type | Type of the task:- Data collection - Risk and Mitigation |
| Due date | Date by which the task should be completed. |
| Short description | Short description to specify the expected activities and output involved in completing the task. |
- Tap the submit icon (
Image omitted: submit-icon.png
Submit icon\).
Submit icon\).
Create a checklist to complete all the items necessary to fulfill the task.
In the Checklist tab, tap Add Item to add a new checklist item.
In the Add Item field, enter the checklist item description.
Tap the submit icon (
Image omitted: submit-icon.png
Submit icon.\).
Submit icon.\).
4. Continue to add checklist items for the necessary actions to handle the task.
- Assign the task to a user who can work on the task by tapping the Assign button.
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.