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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

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 Assignee, choose either Firm User or Contacts from the first dropdown menu and then specify who the Task is assigned to

 

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