Objective:
- Set up multiple tasks using a template with the same format and information.
Environment:
- Clio Manage.
Additional Information:
To assign the Task List, click Assign under the Task List name.
Procedure:
- Click Tasks
- Select the Lists subtab
- Click Add to create a new Task List.
- Insert a name, description, and practice area (if applicable)
- Select Save List Template
- Click the name of the list.
- In the Task Templates screen, click Add.
- Fill in the Task Template
- Click Save Task Template.