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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 Manage

Additional Information:

How to Assign Tasks Lists from the Tasks page

Assign a Task List from the Matter Tasks tab 

  1. Open the Matter
  2. Click into the Tasks subtab along the top
  3. Click the Assign Task List button on the right
  4. Select Task List and other required fields assign_task_lists.png
  5. Click Assign Task List button at the bottom left 

 

Assign a Task List from the Matter edit page:

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

 

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