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How to add 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

 

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