KCS - How to Add a Task Using Gmail Plug-in

Objective:

  • Adding a Task to Clio Matters through Gmail

Environment:

  • Clio Web App
  • Gmail

Additional Information:

A task created in Gmail lives in Tasks/Upcoming or Tasks/Overdue based on the due date

Procedure:

  1. In Gmail - click on the Clio plug-in and select Add a Task
  2. Complete the Add Task form, when done click on Add Task

 

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