---
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: "2026-03-12"
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.