KCS - How to Use an Activity Category by Default

Objective:

  • Use an Activity Description by Default when creating Time Entries

Environment:

  • Clio Web App

Additional Information:

If the Default Activity Category is set as a Flat Rate, it will override all other Billing Rates. If you would like more information about the Billing Rate Hierarchy in Clio, click here.

Procedure:

  1. Go to the main Activities page
  2. Select the Activity Categories sub-tab
  3. Locate the desired Activity Category
  4. Select the adjacent downward facing arrow button and select Toggle My Default

 

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