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How to Delete a Workflow Item in Clio Grow

 

Objective:

  • How to Delete a Workflow Item in Clio Grow
  • How to Remove a Workflow Item in Clio Grow

Environment:

  • Clio Grow 

Additional Information:

Procedure:

  1. Go to the Matter tab on the sidebar 
  2. Click on the desired Matter 
  3. Find the checklist on the Workflow
  4. Find the item on the workflow
  5. Click Options on the right-hand
  6. Choose Delete Item
  7. Confirm Delete Task in pop-up window

 

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