---
sourceDocument: Australia Employee Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/pt-BR/employee-service-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Add a recommended actions task to a legal matter

# Add a recommended actions task to a legal matter {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

Based on your findings of the complaint investigation, add recommended
actions for the involved parties in the legal investigations matter.

## Antes de Iniciar

Role required: sn_lg_investigate.fulfiller{#add-recommended-action-matter-task__p_tgb_nfg_h1c}

## Procedimento

1. Navigate to AllLegal RequestLegal Counsel Center. {#add-recommended-action-matter-task__lmt-step-1}
{#add-recommended-action-matter-task__lmt-step-1}
2. Open a legal matter assigned to you in which you want to add a legal matter task.
   * To add a task to a matter, in the Tasks tab of the Legal Matter form, click New.
   * To add a task to a phase, open a phase from the Phases tab and click New in the Legal Matter Tasks tab of the phase record.
   {#add-recommended-action-matter-task__choices_c3q_rnm_glb} {#add-recommended-action-matter-task__lmt-step-2}
{#add-recommended-action-matter-task__lmt-step-2}
3. On the Legal Matter Task form, select Recommended Action from the Type field. {#add-recommended-action-matter-task__lmt-step-3}
{#add-recommended-action-matter-task__lmt-step-3}
4. On the form, fill in the fields.  
   For field descriptions, see [Legal Matter Task form for legal investigations](https://www.servicenow.com/docs/Ud8jVUJ2Tc4EBfsbx0MI~A "Matter owners can use the Legal Matter Task form for adding task type of Documents, Recommended Actions, and Interviews as part of the legal investigation.") and [fields specific to the recommended action](https://www.servicenow.com/docs/Ud8jVUJ2Tc4EBfsbx0MI~A#legal-investigations-matter-task-form__p_recommaction_fields) task type. {#add-recommended-action-matter-task__lmt-step-4}
{#add-recommended-action-matter-task__lmt-step-4}
5. Save the legal matter task.
   * Save a legal matter task by clicking Save.
   * Save the changes to an existing legal matter task by clicking Update.
   {#add-recommended-action-matter-task__choices_tkl_qfr_4nb} {#add-recommended-action-matter-task__lmt-step-5}
{#add-recommended-action-matter-task__lmt-step-5}{#add-recommended-action-matter-task__steps_ugb_nfg_h1c}