Action Chaining: New Tasks

Modified on Tue, 23 May 2023 at 12:37 PM

Faster Lawcademy: Video Tutorial 6.5.4
The following is a video tutorial.  For the best experience, click the "Full Screen" button while watching this video.


Creating a New Task From Faster Suite

Assigning tasks in Clio has never been easier with Faster Suite.

Let’s go to New on the Faster Ribbon, then select Task.

We’ll first type a subject and description for the task on the left, then select a user to assign the task to on the right.  Leaving this field blank will automatically assign the task to the user creating it.

We can also set a due date, and choose a priority and status for the task, then we can just select a matter to create the task for on the bottom.

When we’re done, we’ll just click Save in the bottom right to create the new task in Clio.

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