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. Click on the Add button in the top right corner
3. Enter a name for your Task Type and click Save