Have you heard? We acquired Lexicata in the first milestone to creating a more advanced client engagement platform. Read more here.

KCS - 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 Update Matter

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality