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How to Add Custom Task Types

Objective:

  • Capability to categorize and report on your Tasks

Environment:

  • Clio Manage

Additional Information:

  • Only account administrators can add Task Types. Task Types will be accessible to all Users when creating new Tasks.
  • A "Task Type" is a category of tasks that you can create. This makes it easier to filter your Task/Task lists.
  • Task Types are only available to Elite Subscribers.

Procedure:

  1. Navigate to the main Tasks page and then click on the Task Types sub-tab
  2. On the Task Types page click on the Add button in the top right corner
  3. On the "New Task Type" pop up, enter a name for your Task Type and click Save or Save & Add AnotherScreen_Shot_2021-08-02_at_2.37.11_PM.png

 

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