Objective:
- How To Integrate Checklist Into Workflow
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- Create as many "Checkbox" Matter Custom Fields as you want
- You can label them as Name of list: Task- 01
- ex. Court Complaint: Create Form- 01
- Add the desired checkbox's to a Matter Field Set and name the checklist
- Go to the Matter and click Edit
- Click Custom field
- Click the drop-down menu and choose the Checklist you created.