KCS - How to Modify Task Templates

Objective:

  • How to edit Tasks in an existing Task List

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

  1. Click Tasks
  2. Click the Lists tab
  3. Click the name of the Task List you wish to edit
  4. Click Add to add a task, or Edit to edit an existing task
    • You may set the date relative to the assignment date or any other task in the list
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