- Associate a Task and a Matter.
- Add a Matter to a Task.
- Clio Manage
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.
- Click to Add a new Task or
- Click to Edit an existing Task
- Click the Matter field
- Search for the Matter you wish to associate
- Select the Matter
- Click Save Task