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How to Assign Task Lists From Inside a Matter

Objective:

  • Assign all task Templates in a task list to a Matter without having to leave the Matter

Environment:

  • Clio Web App

Additional Information:

How to Assign Tasks Lists from the Tasks page

Procedure:

  1. Open the Matter
  2. Click Edit
  3. Scroll down to Task Automation
  4. Select the Task List
  5. Click Save Matter

 

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