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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 the green Add button
  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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