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.

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 Another