Objective:
- How to Delete a Workflow Item in Clio Grow
- How to Remove a Workflow Item in Clio Grow
Environment:
- Clio Grow
Additional Information:
- How to Delete a Workflow Template in Clio Grow?
- How Do I Delete a Pending Form From a Clients Matter in Clio Grow?
Procedure:
- Go to the Matter tab on the sidebar
- Click on the desired Matter
- Find the checklist on the Workflow
- Find the item on the workflow
- Click Options on the right-hand
- Choose Delete Item
- Confirm Delete Task in pop-up window