You do great work—now get recognized for it. Apply now for our 2018 Reisman Awards.
           See last year's winners!

KCS - How to Assign Task Lists From Inside a Matter


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


  • Clio Web App

Additional Information:

You can assign task lists from the Tasks page in the Lists subtab. Click Assign under the title of the task list


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


Was this article helpful?