KCS - How to Edit an Activity Description

Objective:

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

Environment:

  • Clio Web App
  • Activities
  • Activity Descriptions

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:

  1. Select Activities along the black bar
  2. Select Activity Descriptions sub-tab
  3. Locate an Activity Description and select Edit
  4. Make the appropriate changes and select Save

 

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