KCS - How to Update Tasks

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:

  1. Click Task (from either the black taskbar or Matter)
  2. Click Filter to set any filters needed to find the Tasks
  3. Click Edit or Delete under each task to update or remove 
  4. Click current assignee's name and replace it with the updated user
  5. Press Save Task

 

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