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:
- Navigate to the main Tasks page and then click on the Task Types sub-tab
- On the Task Types page click on the Add button in the top right corner
- On the "New Task Type" pop up, enter a name for your Task Type and click Save or Save & Add Another
