Add a task in a legal matter through Mobile Agent

task australia Updated Sep 10, 2026 1 min read add-tasks-to-matter-mobile.md

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 ([Omitted image "action-icon.png"] Alt text: 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.

7. Tap the submit icon \(\[Omitted image "submit-icon.png"\] Alt text: Submit icon\).

Create a checklist to complete all the items necessary to fulfill the task.
1. In the Checklist tab, tap Add Item to add a new checklist item.
2. In the Add Item field, enter the checklist item description.
3. Tap the submit icon ([Omitted image "submit-icon.png"] Alt text: 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.

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---
title: Add a task in a legal matter through Mobile Agent
description: Add a task in a legal matter or a phase of the matter that you or another user should perform to resolve the matter.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/legal-mobile/add-tasks-to-matter-mobile.html
release: australia
product: Legal Mobile
classification: legal-mobile
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Promote a legal request to a legal matter through Mobile Agent, Work on a legal request through Mobile Agent, Legal Mobile, Legal Service Delivery, Legal and Contract Operations, Employee Service Management]
---

# 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

1.  In the Mobile Agent, navigate to the **Assigned Matters** list.

2.  Tap an assigned matter.

3.  In the **Others** tab, tap **Phase and Tasks**.

4.  Open a phase in which you want to add a task.

5.  Tap the actions icon \(\[Omitted image "action-icon.png"\] Alt text: Actions icon.\) and select the **Create Task** option.

6.  On the form, fill in the fields.

<table id="table_y53_qfp_kjb"><thead><tr><th>

Field

</th><th>

Description

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

Task Name

</td><td>

Unique name for the task.

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

Order

</td><td>

Order in which the task should be worked on.

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

Type

</td><td>

Type of the task:-   Data collection
-   Risk and Mitigation


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

Due date

</td><td>

Date by which the task should be completed.

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

Short description

</td><td>

Short description to specify the expected activities and output involved in completing the task.

</td></tr></tbody>
</table>7.  Tap the submit icon \(\[Omitted image "submit-icon.png"\] Alt text: Submit icon\).

8.  Create a checklist to complete all the items necessary to fulfill the task.

    1.  In the **Checklist** tab, tap **Add Item** to add a new checklist item.

    2.  In the **Add Item** field, enter the checklist item description.

    3.  Tap the submit icon \(\[Omitted image "submit-icon.png"\] Alt text: Submit icon.\).

    4.  Continue to add checklist items for the necessary actions to handle the task.

9.  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.