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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 Lists at the top
  3. Click Edit under the Task List name
  4. Make your edits and click Save List Template

 

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