- Creating Tasks that can be assigned to other Clio users
- How do I add a Task?
- Clio Manage
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.
- Navigate to the main Tasks page or the Tasks tab in a specific Matter
- Click Add
- Enter a Task Name
- Include any other relevant information in the available fields
- Click Save Task