Editing and Deleting Deadlines

You can update or remove deadlines at any time. All changes are synced with Clio tasks.

✏️ How to Edit a Deadline

1. Open the matter and navigate to the Timeline tab.

2. Click the deadline you want to edit.

3. In the Edit Deadline modal, update any of the following fields:

   • Deadline Name

   • Description

   • Deadline Date

   • Status (Pending, Complete)

     • If you have advanced tasks in Clio you can also use In Progress and In Review

4. Click Update Deadline to save your changes.

🗑️ How to Delete a Deadline

1. Open the matter and navigate to the Timeline tab.

2. Click the deadline row you want to delete.

3. In the Edit Deadline modal, click Remove.

4. Click Yes, Remove to confirm the deletion.

💡 Note: Deleting a deadline in EstateMin also removes the corresponding task in Clio. This action may not be recoverable.

💬 Need Help?

Use the chat bubble in the lower-right corner of EstateMin or email info@estatemin.com for support.