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.

If you choose to downgrade your plan then the features that are enabled with Advanced Tasks will be removed from your account and the data associated with them will be hidden also because the specific feature is no longer enabled. 

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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