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
- Open the Matter
- Click into the Tasks subtab along the top
- Click the Assign Task List button on the right
- Select Task List and other required fields
- Click Assign Task List button at the bottom left
Assign a Task List from the Matter edit page:
- Open Matter
- Click Edit Matter
- Scroll down to Task Automation
- Select the Task List
- Click Save Matter