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How do I Edit and Complete a Task?

Objective:

  • Mark a Task as complete within the "Edit Task" window

Environment:

  • Clio Manage

Additional Information:

Note: This functionality is only available through the Advanced Tasks feature available on Elite Subscription. 

Procedure:

  1. Go to the Tasks page or tab in a Matter
  2. Locate the Task
  3. Click Edit
  4. Make any necessary changes
  5. Select Complete in the "Status" field
  6. Click Save Task
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