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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
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