KCS - Can I Assign a Task List to a Calendar Event?

Objective:

  • Can I Assign a Task List to be dependant on an existing Calendar Entry?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

No, Assigned Task Lists cannot be assigned to Calendar Events, as dependencies will always be based on the Assignment Date. 

You can, however, manually choose an Assignment Date by following these steps:
1. Go to the main Tasks tab
2. Click the Lists sub-tab
3. Click Assign under a Task List
4. Fill in the Assignee and Matter fields
4. Enter the desired Assignment date into the Due Date field
6. Click Assign List

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