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 Categories will update unbilled Time Entries
  • Any other changes to the Activity Categories 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 
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