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How Do I Complete a Task in Clio Grow?

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

From a Contact

  1. Go to the desired Contact
  2. Find the Task in the Task list
  3. Check the box to complete the Task

 

From a Matter

  1. Go to the desired Matter
  2. Find the Task on the workflow 
  3. Check the box to complete the Task
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