Passes to the Clio Cloud Conference are $99. Invest in your firm's success today.

How Do I Create a Task List?

Question:

  • How Do I Add a Set of Tasks with Relative Due Dates?
  • How Do I Create a Template of Tasks with Dependencies?
  • How Do I Add a Set of Tasks with Dates Related to Each Other?
  • How Do I Create Tasks in Bulk?
  • How Do I Create a Set of Tasks?

Environment:

  • Clio Manage

Additional Information:

  • Once your Task List is complete, you can add it to Matters under Task Automation (at the bottom of the Create New Matter page). For more detailed instructions on setting relative due dates, please see Tasks Lists: Understanding Task Dependencies.

Procedure:

  1. Navigate to TasksListsScreen_Shot_2020-03-31_at_10.04.30_AM.png

  2. Click Add at the top rightScreen_Shot_2020-03-31_at_10.06.32_AM.png

  3. Enter information and Save List TemplateScreen_Shot_2020-03-31_at_10.07.35_AM.png
  4. Click the name of the new List Template you just createdScreen_Shot_2020-03-31_at_10.07.50_AM.png

  5. Click Add on the rightScreen_Shot_2020-03-31_at_10.08.50_AM.png

  6. Enter Task information, specifying a due date relative to one of the existing Tasks in ListScreen_Shot_2020-03-31_at_10.09.14_AM.png

  7. Click Save & Add Another
  8. Repeat steps 6 & 7 until your Task List is complete
  9. Click Save Task Template

 

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