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
Environment:
- Clio Manage
Additional Information:
If you change the assignee to someone other than yourself, notification options will be displayed
Procedure:
- Create a new Task or click Edit on an already created Task
- Under Assignee, choose either Firm User or Contacts from the first dropdown menu and then specify who the Task is assigned to