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How to Duplicate Task Lists

Objective:

  • How to duplicate an existing Task List

Environment:

  • Clio Manage

Additional Information:

Click here for more information regarding creating and managing Task Lists.

Procedure:

  1. Click Tasks on the left
  2. Click the Task Lists button on the right
    Redesigned_Task_steps_1.png
  3. Click the drop down triangle beside View and chose Duplicate list on the list you want to editScreen_Shot_2022-05-04_at_9.09.35_AM.png
  4. Fill the following fields as you will with a new Task list and click Save and edit tasks. 
    Screen_Shot_2022-05-04_at_9.26.36_AM.png
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