How to Add a Task to a Matter in Clio Grow

Environment:

• Clio Grow

Additional Information:

• n/a

Procedure:

1. Go to the desired Matter
2. Click Add a single item
3. Select Create Task
4. Enter the Task description
5. Assign the Task to a User (If left blank, it will be assigned to you)
6. Create a due date if needed
7. Assign a time for an automatic reminder email
8. Click Add Task when finished