The following sections and articles provide instructions on how to use Clio's Tasks feature, including a walk through of Task Lists.
- Can I Add a Time Entry to a Task?
- Can I Turn Off Task Notifications for Clients in Clio Grow?
- Unable to Save Task: Error 403
- Can I Link a Task to a Contact Without a Matter?
- Can I Set Permissions for Tasks?
- Do Firm Users Need Permission to View the Tasks Tab in Clio Manage?
- Can I Export Task Lists within Clio Manage?
- Can I Assign a Task List to a Matter Based on Practice Area?
- Can I View Calendar Events in Task Lists?
- Is There a Way to Create a Task List Where Only the Current Task is Visible?
- Can I Automatically Apply a Task List When I Create a Matter?
- How Do I Select A Trigger Date For a Task List?