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How To Assign Tasks

Objective:

  • Assign created Task to a firm member or a Clio Connect contact
  • Assign Tasks to another user

Environment:

  • Clio Manage

Additional Information:

If you change the assignee to someone other than yourself, notification options will be displayed

Procedure:

  1. Create a task or click Edit on an already created Task
  2. Under Assignee, you can specify who the task is assigned to

 

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