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How do I Manually Assign Task Orders Within a Template

Objective:

  • Assign task order within a task template

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

Clio can order tasks by Due Date or Alphabetically. A workaround would be to label the tasks with a numeric value allowing Clio to sort as needed. 

For example:

  1. Task 1
  2. Task 2
  3. Task 3

Please note: this only works for 1-9 as once you hit 10, it will display as 1, 10, 2...

Alternatively, if you have more than nine in a list, you can use an alphabetized system, like so:

A. Task 1
B. Task 2
C. Task 3

 

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