A CLIO WORKSHOP - How to Build and Optimize Client Intake Workflows With Clio Grow. Register for Free.

How do I Edit and Complete a Task?

Objective:

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

Environment:

  • Clio Manage

Additional Information:

n/a

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
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