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How Do I Edit an Existing Workflow Template in Clio Grow?

Question:

  • How do I edit the contents of my Workflow Template in Clio Grow?
  • How do I remove something from a Workflow Template?

Environment:

  • Clio Grow

Additional Information:

Answer:

  1. Navigate to Settings on the left side of Clio
  2. Click Workflow & Campaigns
  3. Click Edit beside the Workflow Template that you would like to make changes to
  4. Make desired changes
  5. Click Update Checklist Template to save these changes

 

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