2017

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KCS - How to Create Task Templates

Objective:

  • Set up multiple tasks using a template with the same format and information. 

Environment:

  • Clio Web App. 

Additional Information:

To assign the Task List, click Assign under the Task List name.

Procedure:

  1. Click Tasks
  2. Select the Lists subtab
  3. Click Add to create a new Task List.
  4. Insert a name, description, and practice area (if applicable)
  5. Select Save List Template
  6. Click the name of the list.
  7. In the Task Templates screen, click Add.
  8. Fill in the Task Template
  9. Click Save Task Template
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