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How to Share a Task With a Clio Connect User


  • Assign a Task to a Clio Connect User
  • Share a Task with a Co-Counsel


  • Clio Manage
  • Clio Connect

Additional Information:



  1. Go to the Tasks page and click New Task
  2. Use the dropdown menu under Assignee to select Contacts 
  3. Fill in the Type a name field
  4. Complete the rest of the Add Task form and select Save Task




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