Manage a checklist for a legal request through Mobile Agent

task australia Updated Sep 10, 2026 1 min read manage-checklist-for-request-mobile.md
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Create and manage a checklist in an assigned legal request to ensure that you complete all the items necessary to fulfill the request.

Before you begin

Role required: sn_lg_ops.legal_fulfiller

Procedure

  1. In the Mobile Agent, navigate to the Assigned Requests list.

  2. Open a request for which you want to create the checklist.

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

  4. In the Add Item field, enter the checklist item description.

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

  6. Continue to add checklist items for the necessary actions to handle the request.

  7. Check off completed items by tapping the corresponding item.

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