Objective:
- Add new Task Types
- Delete existing Task Types
- Edit Task Types
- View Task Types
Environment:
- Clio Manage
Additional Information:
- In order to have Administrator Permissions, you will need to have either the Account Owner or another Admin User go to Settings - Manage Users and grant you those permissions.
- Task Types are only available to Elite Subscribers.
Answer:
If you are an Elite Subscriber and cannot see Task Types, then you are not an Administrator in the Account. You need Administrator permissions in order to view this sub-tab and access/modify the content within it.