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How to Edit a Task in Clio Grow

Objective:

  • Update a Task

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

  1. Find the Task to be edited on a Matter or Contact page
  2. Click the Options button
  3. Select Edit Task
  4. Edit the Task (Description, Assigned to, Due Date, and Reminder Email)
  5. Click Update Task when complete
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