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.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article