Objective:

• Meaning of each area in the Task Modal

Environment:

• Clio Manage

Additional Information:

n/a

Answer:

For conventional Tasks:

1. Task Name: Give the Task a title
2. Priority: Set a Priority for the Task (either High, Normal, or Low)
3. Description: Optionally Add additional details for the task
4. 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) 
5. 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 
6. Task Type: Optionally select a Task Type (more information)
7. Task Status: Select from a list of Task Statuses (Pending, In Progress, In Review, or Complete)
8. Time Estimate: Optionally set a Time Estimate (used in the Task Progress Report) 
9. Matter: Optionally associate a Matter to the Task
10. 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)
11. Add a Reminder: Optionally add Email or Popup reminders (more information)
12. 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