KCS - How to Update or Delete Tasks

Objective:

  • Edit or Delete Tasks
  • Can I edit another person's task?
  • Is someone else's task editable?

Environment:

  • Clio Web App

Additional Information:

Anyone can edit any task, regardless of who it is assigned to or who it was assigned by.

Procedure:

  1. Click Task (from either the black task bar 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 

 

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