Clio's Task Lists allow you to create a Group of interdependent Tasks, and assign them as a Group in one step.
For Tasks (in general), please see here.
Frequently Asked Questions:
- How do I create a Task List? (see here)
- How do I edit a Task List? (see here)
- How do I duplicate a Task List? (see here)
- How do I assign a Task List from a Matter? (see here)
- Understanding Task dependencies (see here)
- What happens when you assign a user to a Task List? (see here)
Training Resources:
- Video: How to assign a Task List (see here)