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:

• See also Key Resources: Task Lists

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
   
   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
   
   • Assign Task Lists from within a Matter or from the Tasks Page