The Clio Cloud Conference is happening October 26-29. Save your spot.

Workaround: How to Create a Manually Cascading Task List

Objective:

  • 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

Environment:

  • Clio Manage

Additional Information:

Procedure:

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
    Screen_Shot_2021-01-19_at_10.17.24_AM.png
    Example of Description of a Task within a Task List
    Screen_Shot_2021-01-19_at_10.24.50_AM.png
  3. Once you Mark a Task as Completed, manually Assign the next Task or Task List based on the description provided

 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality