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 New
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.