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How Do I Link a Task With a Matter?

Objective:

  • Associate a Task and a Matter.
  • Add a Matter to a Task.

Environment:

  • Clio Manage

Additional Information:

If you create a Task from the Task subtab of a Matter, that Matter will be added to the Task automatically.

For information on what each field in the Task create/edit popup does see here.

Procedure:

  1. Either:
    1. Click to Add a new Task or
    2. Click to Edit an existing Task
  2. Click the Matter field
  3. Search for the Matter you wish to associate
  4. Select the Matter
  5. Click Save Task
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