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How Do I Edit a Task List?

Objective:

  • How to add a Task to an existing Task List
  • How to change a Task List template
  • Can I rearrange a Task List?

Environment:

  • Clio Manage

Additional Information:

Click here for more information regarding creating and managing Task Lists.

Task Lists cannot be reordered or re-arranged.

Procedure:

  1. Click Tasks on the left
  2. Click the Task Lists button on the right
    Redesigned_Task_steps_1.png
  3. Click the drop down triangle beside View and chose Edit list Details on the list you want to edit
    Tasks_Redesign_Step_2.png
  4. Make your edits and click Save Details
    Redesign_Tasks_3.png

 

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