KCS - How to Edit an Activity Category

Objective:

  • How to change an Activity Description
  • How to update Activity Categories

Environment:

  • Clio Web App

Additional Information:

  • Changing the Name of the Activity Description will update unbilled Time Entries
  • Any other changes to the Activity Description will only affect new Time Entries created

Procedure:

New Clio

  1. Go to the main Activities page
  2. Click on Activity categories at the top-right
  3. Click Edit alongside the appropriate category
  4. Make the necessary changes
  5. Click Save category

Previous Clio

  1. Go to the main Activities page
  2. Select the Activity Descriptions sub-tab
  3. Click Edit alongside the appropriate category
  4. Make the necessary changes
  5. Click Save

 

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