How Do I Create a Task?

Objective:

  • Creating Tasks that can be assigned to other Clio users
  • How do I add a Task? 

Environment:

  • Clio Web App

Additional Information:

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

Procedure:

  1. Navigate to the main Tasks page or the Tasks tab in a specific Matter
  2. Click Add
  3. Enter a Task Name 
  4. Include any other relevant information in the available fields
  5. Click Save Task
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