The following sections and articles provide instructions on how to use Clio's Tasks feature, including a walk through of Task Lists.
- How To Bulk Delete Tasks Assigned to Deactivated Users
- Can I Bulk Edit Task Reminders?
- Can I Get Notifications Whenever Tasks are Added to Matters?
- Can I Create a Matter from a Task?
- Can I Assign a Task to a Matter Note?
- Unable to Edit Items (Tasks, Communications, Etc) in Safari
- Can I Automatically Apply a Task List When I Create a Matter?
- How Do I Select A Trigger Date For a Task List?
- Can I View Task Lists on Calendars in Clio Manage?
- Can I Change any of the Default Wording in Task Lists?
- Can I Transfer a Task Between Task Lists?
- Can a Certain Task List be Automatically Assigned to a Newly Created Matter With a Certain Practice Type?