---
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


---

# Create a task template within a phase template

# Create a task template within a phase template {#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

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.

## Antes de Iniciar

Role required: sn_lg_matter.matter_config

## Procedimento

1. Navigate to AllLegal MatterTemplatesAll.
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.  
   {#create-task-template-for-matter-phase-template__table_xfp_wby_3jb__entry__2}

   | Field | Description |
   |-|-|
   | Number | System-generated task template number. |
   | Name | Unique name for the task template. |
   | Parent | Phase template to which the task template belongs. |
   | Order | 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. |
   | Task Defaults section ||
   | Template | 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. |
   [Tabela 1. Matter Task Template form]

   {#create-task-template-for-matter-phase-template__table_xfp_wby_3jb}
6. Click Submit.  
   A task template is created. The Checklist section appears.
7. **Opcional:** Add to-do items in the Checklist section to provide a list of activities for the task fulfiller.
   1. Click the more actions icon (![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.