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How to Move a Task to Another Matter

Objective:

  • Re-Associate a Task with a different Matter

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Go to the Main Tasks Page
  2. Use the Filter section to locate the desired Task
  3. Select Edit to open the Edit Task window
  4. Change the Matter name in the Matter field
  5. Select Save Task at the bottom of the window 

 

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