How to Share a Task With a Clio Connect User

Objective:

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

Environment:

• Clio Manage
• Clio Connect

Additional Information:

N/A

Procedure:

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