KCS - How to Assign Tasks Lists from the Tasks page

Objective:

  • Assign a Task List to a Matter

Environment:

  • Clio Web App

Additional Information:

How to Assign Task Lists From Inside a Matter

Procedure:

  1. Go to Tasks
  2. Select Lists
  3. Click Assign under the appropriate List
  4. Select a Matter and make any other desired selections
  5. Click Assign List
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