Note: This is the article for Tasks in Clio Manage. For Clio Grow, click here.
Frequently Asked Questions:
- How do I create a Task (see here)
- How do I edit and complete a Task (see here)
- What does each field in the Task popup do? (see here)
- Who can see Private Tasks? (see here)
- What is a Task List? (see here)
- What are Advanced Tasks? (see here)
Training Resources:
- Video: How to Create a Task (see here)