KCS - How to set Task Due Dates Based on Existing Task Dates

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 Web App

Additional Information:

The Due in option will only display if the Task includes a Matter with at least one existing Task

Answer:

  1. Go to the Tasks page or tab in a Matter
  2. Click Add
  3. Fill in the Task Name and any other relevant details
  4. Click the Due in button below the Matter field
  5. Select the existing Task from Tasks in Matter
  6. 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
  7. Click Save Task
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