This article may be out of date!
Visit the New Knowledge Center

Does Clio Include Any Project Management Features?

Objective:

  • Integrate with Project Management Application
  • Connect Clio to Trello via Zapier
  • How can I better automate my workflow?

Environment:

  • Clio Manage
  • Zapier
  • Trello

Additional Information:

Tutorial - Using Zapier and Trello to Manage Tasks and be Agile

Answer:

Clio includes a Tasks List feature (for creating a set of Tasks that can be assigned in bulk to applicable matters) but for more advanced project management you can link Clio to Trello, using Zapier as an intermediary. 

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