KCS - How to 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

 

From the Agenda

  1. Go to the Agenda page
  2. Find the Task on one of the Today, Upcoming, Past Due, or No Due Date tabs
  3. Check the box to complete the Task
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