2017

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KCS - What Extra Features are Available With Advanced Tasks?

Objective:

  • Benefit of upgrading to Elite for Advanced Tasks
  • Better Task Management Features

Environment:

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

Additional Information:

Advanced Reports must also be enabled to avail of Task Reporting functionality

Answer:

  • Assign Task type to Tasks
  • Manage list of Task Types 
  • Additional Statuses (In Progress, In Review)
  • 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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