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KCS - How To Add Task Types


  • Capability to categorize and report on your Tasks


  • Clio Web App

Additional Information:

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


  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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