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)