Objective:
- Meaning of each area in the Task Modal
Environment:
- Clio Manage
Additional Information:
n/a
Answer:
For conventional Tasks:
- Task Name: Give the Task a title
- Priority: Set a Priority for the Task (either High, Normal, or Low)
- Description: Optionally Add additional details for the task
- Assignee:
- Firm User: Toggle between firm Users or Clio Connect users
- Name: Select the user who should complete the Task
- Lock Icon: Toggle between making the Task Public or Private (more information)
- Notifications: Optionally send notification emails
- If Notify assignee via email is selected, Clio will send an email to the assignee when this Task is created
- If Notify me when this task is completed is selected, Clio will send you a notification email when this Task is completed
- Task Type: Optionally select a Task Type (more information)
- Task Status: Select from a list of Task Statuses (Pending, In Progress, In Review, or Complete)
- Time Estimate: Optionally set a Time Estimate (used in the Task Progress Report)
- Matter: Optionally associate a Matter to the Task
- Due at/Due in: Select a due date. If you associate the Task to a Matter that already has one or more Tasks, you can specify a date that is dependent on the due date of those tasks (more information)
- Add a Reminder: Optionally add Email or Popup reminders (more information)
- Save Buttons:
- To create the Task, and close the Task modal click Save Task
- To create the Task, and create another Task click Save & Add Another