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How to Assign Tasks to Users or Clients

Objective:

  • Assign created Task to a firm member or a Clio Connect contact
  • Assign Tasks to another user
  • How to assign a single task to a firm user
  • Create Task

Environment:

  • Clio Manage

Additional Information:

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

Procedure:

  1. Create a new Task or click Edit on an already created Task
  2. Under Assign To, choose either User or Contacts from the first dropdown menu and then specify who the Task is assigned to

 

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