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:
- Navigate to the main Tasks page or the Tasks tab in a specific Matter
- Click New
- Enter a Task Name
- Change the Assign To if applicable
- Include any other relevant information in the available fields
- Click Save Task
For an in-depth look at each field in the Add a Task popup see here.