KCS - What Extra Features are Available with Advanced Tasks?

Objective:

  • The benefit of upgrading to Elite for Advanced Tasks
  • Better Task Management Features
  • What's the Difference Between Clio's Tasks and Advanced Tasks?
  • Why would I want Clio's Advanced Tasks?

Environment:

  • Clio Web App
  • Clio iPhone App
  • Clio iPad App
  • Clio Android App

Additional Information:

Advanced Tasks are available to subscribers of our Elite plan. Advanced Reports must also be enabled to avail of Task Reporting functionality.

Answer:

  • Create and Assign Task type to Tasks
  • Manage a list of Task Types 
  • Additional statuses (Pending, In Progress, In Review or Complete)
  • Set Time Estimate
  • Client associated with the Matter when viewing all tasks 
  • Report on Time Estimate against actual Time recorded (Task Progress by User Report)
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