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Key Resources: Task Lists

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)
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