Documentation
Everything Taskflow does, in the order you’ll meet it.
How Taskflow turns a Clio matter stage or calendar event into the right task list: templates, triggers, branches, due dates, assignee rules, runs and firm settings.
Start here
- What Taskflow does
- Connecting Clio
- Your first template
- Dry run and going live
Templates
- Template library
- Folders
- Draft, Active, Inactive
- Tasks in a template
- Branches
Triggers
- Stage change
- Calendar event
- Events booked ahead
- Rescheduling an event
Due dates
- How a due date is decided
- Working week
- Blocked-out dates
- Waiting on a task
- Firm timezone
Assignees
- Assignee templates
- Rules and matching
- The required fallback
- When nothing matches
Runs
- The Runs screen
- Retry and re-run
- Post-run check
- Timeline record
Settings
- Members and roles
- Clio subscriptions
- Grace period
- Test-matter gate
Not written yet
Dimmed entries are pages still being written. The one live page — How a due date is decided — is the pattern the rest will follow.