Create a phase template for a matter template

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 All > Legal Matter > Templates > All.

2. Open a matter template.

3. In the Phases related list, click New.

4. On the form, fill in the fields.

   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.

5. Click Submit.

What to do next

Create task templates within a phase template.

Parent Topic:Create a legal matter template