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