Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

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 Web App
  • Tasks
  • 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

 

 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality