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Key Resources: Tasks

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)
 
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