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How Do I Create a Task?

Question:

  • How Do I Create Tasks?
  • How Do I Create Tasks in Clio Manage?
  • How Do I Create a Task and Assign It to Others?
  • How Do I Add a Task?
  • How Do I Add a Task in Clio Manage?
  • How Do I Add a Task and Assign It to Others?

Environment:

  • Clio Manage

Additional Information:

For an in-depth look at each field in the Add a Task popup see here.

You can also create a Task from the green Create New button in the top-right corner.

Procedure:

  1. Navigate to the main Tasks page or the Tasks tab in a specific Matter
  2. Click Newtasks.png
  3. Enter a Task Name 
  4. Change the Assign To if applicable
  5. Include any other relevant information in the available fields
  6. Click Save Task

For an in-depth look at each field in the Add a Task popup see here.

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