Objective:
- Edit Task
- Delete Tasks
- Can I edit another person's task?
- Is someone else's task editable?
- Reassign a Task
Environment:
- Clio Web App
Additional Information:
Anyone can edit any task, regardless of who it is assigned to or who it was assigned by.
For further information, please see the following: Filtering and Sorting Tasks
Procedure:
- Click Task (from either the black taskbar or Matter)
- Click Filter to set any filters needed to find the Tasks
- Click Edit or Delete under each task to update or remove
- Click current assignee's name and replace it with the updated user
- Press Save Task