KCS - How To Add Task Types

Objective:

  • Capability to categorize and report on your Tasks

Environment:

  • Clio Web App

Additional Information:

  • Only account administrators can add Task Types. Task Types will be accessible to all Users when creating new Tasks.
  • 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

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality