2017

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CAAP Guide: Tasks

  • Introduction

    Task management is crucial to any firm, helping you keep track of your to-do’s day to day. In Clio, you can keep track of individual tasks or a sequential list of related tasks—all connected back to your Matters.

    In this chapter, you will learn how to add and assign tasks to yourself, other members of your firm, and even clients. You will learn how to keep track of tasks and mark them as complete when they're done. As you integrate tasks into your clinic or classroom, feel free to check out more information on creating templated Task Lists in the Advanced section of this guide.

    For a quick start to working with tasks, we suggest starting with the "Tasks" video on the next page.

    CAAP_guide-_Tasks_intro.png

  • Video: Tasks

  • Creating and Assigning Tasks

    Tasks can be created from the main "Tasks" tab or the "Tasks" sub-tab of a Matter. 

    When creating a task, the following fields are available.

    1. Task Name
      Specify what the task is called or what is entailed (Mandatory field)
    2. Description
      Complete details of the task (Optional field)
    3. Assignee
      This is the user that the Task will be assigned to.

      Clicking on "Firm User" and selecting "Contacts" will allow you to assign the task to a client or co-counsel through Clio Connect.

    4. Permissions 
      Tasks can be "Public" which are shared firm wide, or "Private" - which are only viewable by the assignee, assignor, and account administrators.
    5. Priority
      You can indicate whether the task is a High, Medium, or Low priority.
    6. Matter
      Select the related Matter for future billing.
    7. Notifications
      Notification options are only available when assigning a task to another user.

      For more information about task notifications and reminders, see the "Adding Task Reminders or Notifications" article.

    8. Reminder
      Reminders can be set up as follows:
      • Email and Clio pop-up reminders for yourself
      • Email reminder for other members of your Clio account
      • Email reminders to any Contact that has a Clio Connect account
    9. Due at/Due in
      Select "Due at" to specify a due date for this task.

      When you specify a Matter that has tasks already assigned, the "Due in" option will become available. Click "Due in" to set a due date in relation to other tasks.

      For more information about setting due dates in relation to other tasks, see the "Understanding Task Dependencies" article.

    Click one of the "Save" buttons to complete the task creation. 

  • Filtering Tasks

    When viewing either the main "Tasks" tab or sub-tab of a Matter, tasks can be filtered sorted using the following options. 

    1. Filtering by Due Date
      By default, incomplete tasks with any due date will be displayed in the table. To view only tasks that are due imminently or tasks that are overdue, click on one of the options.  

    2. Sorting the Task Table
      The tasks table will display tasks in due date order. To reverse the order, click on the "Date" column heading.
    3. Detailed Filter Options
      Click the "Filter" button to open further filtering options. 

      Completed Tasks

      To view completed tasks, change the "Status" field to "All" or "Complete".

  • Marking Tasks as Complete

    Marking a task as complete removes it from the upcoming list.

    1. To mark a single task as complete, click on the appropriate "Mark as Complete" quick link in the task table.
    2. To mark multiple tasks as complete at once, check the boxes beside each relevant task then select "Mark as Complete" from the "Action" dropdown.

    Note

    If a task is public, any user on your Clio account can mark it as complete.

    Viewing Completed Tasks

    To view completed tasks, navigate to the main "Tasks" tab and click on the "Completed" sub-tab.  

    Alternately, you can view completed tasks by opening the "Filter" menu and changing the "Status" field to "Complete". 

    Next Chapter topic: Document Management: Introduction