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Workaround: How to Create a Manually Cascading Task List


  • Create Task Lists that are assigned as other tasks (in lists or otherwise) are completed 
  • Assign a Task List based on completed date of another Task


  • Clio Manage

Additional Information:


Note: The following workflow is a workaround to automatic cascading task lists as the steps below are manually completed at this time.

To submit a Feature Request for automated cascading task lists, please relay your feedback to Clio Support via email, phone, or live chat

  1. Create all Task Lists required 
  2. When creating a Task or Task List, include in the Description instructions to another Task List that should be added upon completion of the Task.
    Example of Description for a Task List Template
    Example of Description of a Task within a Task List
  3. Once you Mark a Task as Completed, manually Assign the next Task or Task List based on the description provided



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