Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How To Add Task Types


  • Capability to categorize and report on your Tasks


  • Clio Web App

Additional Information:

  • Only account administrators can add Task Types. Task Types will be accessible to all Users when creating new Tasks.
  • Task Types are only available to Elite Subscribers.


  1. Navigate to the main Tasks page and then click on the Task Types sub-tab
  2. Click on the Add button in the top right corner
  3. Enter a name for your Task Type and click Save


Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality