Objective:
- How to change an Activity Description
- How to update Activity Categories
Environment:
- Clio Manage
Additional Information:
- Changing the Name of the Activity Categories will update unbilled Time Entries
- Any other changes to the Activity Categories will only affect new Time Entries created
Procedure:
- Go to the main Activities page
- Click on Manage categories at the top-right
- Click Edit alongside the appropriate category
- Make the necessary changes
- Click Save category