Objective:
- Set due dates for new tasks dependent on existing due dates
- Set Tasks a certain amount of days, weeks, months or years before or after an existing Task
- Set Task dependencies
Environment:
- Clio Manage
Additional Information:
The Due in option will only display if the Task includes a Matter with at least one existing Task
Answer:
- Go to the Tasks page or tab in a Matter
- Click Add
- Fill in the Task Name and any other relevant details
- Click the Due in button below the Matter field
- Select the existing Task from Tasks in Matter
- Under Due in, specify when the new Task will be due relative to the existing Task:
- Enter the number of days, weeks, months or years
- Select the appropriate unit of time
- Specify if the new event will be before or after the existing event
- Click Save Task