Create task
clio_task_createCreate a task for a matter or general use, set due date, priority, and assignee, then preview and confirm the write in Clio.
Instructions
Creates a task for a matter (or a general one) with a due date, priority and assignee (defaults to the signed-in user). Write operation – preview first, then confirm with the token from the preview.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | ||
| due_at | No | YYYY-MM-DD or ISO date/time | |
| confirm | No | confirm=true performs the write. Use it directly when the user's request contains everything needed; call without confirm (preview) only when you want to check the data first or something is unclear. | |
| priority | No | ||
| matter_id | No | ||
| assignee_id | No | ||
| description | No | ||
| task_type_id | No | ||
| notify_assignee | No | ||
| statute_of_limitations | No | true = mark as a statute of limitations deadline |