Create a task template within a phase template

---
title: Create a task template within a phase template
description: 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.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/legal-matter-management/create-task-template-for-matter-phase-template.html
release: australia
product: Legal Matter Management
classification: legal-matter-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Create a legal matter template, Legal matter templates, Configure, Legal Matter Management, Legal Service Delivery, Legal and Contract Operations, Employee Service Management]
---

# 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

1.  Navigate to **All** > **Legal Matter** > **Templates** > **All**.

2.  Open a matter template.

3.  In the Phases related list, open a phase template to which you want to add a task template.

4.  In the Matter Task Templates related list, click **New**.

5.  On the form, fill in the fields.

<table id="table_xfp_wby_3jb"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Number

</td><td>

System-generated task template number.

</td></tr><tr><td>

Name

</td><td>

Unique name for the task template.

</td></tr><tr><td>

Parent

</td><td>

Phase template to which the task template belongs.

</td></tr><tr><td>

Order

</td><td>

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.

</td></tr><tr><td class="sub-head" colspan="2">

Task Defaults section

</td></tr><tr><td>

Template

</td><td>

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.

</td></tr></tbody>
</table>6.  Click **Submit**.

    A task template is created. The **Checklist** section appears.

7.  Add to-do items in the **Checklist** section to provide a list of activities for the task fulfiller.

    1.  Click the more actions icon \(\[Omitted image "down-arrow-icon.png"\] Alt text: 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.

8.  Click **Update**.


**Parent Topic:**[Create a legal matter template](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/legal-matter-management/create-legal-matter-template.md)