How to Notify a User That a Task Has Been Assigned to Them

Objective:

• Let User know they have had a Task Assigned to them
• Notify a Task Assignee
• Can I notify someone when a Task is Assigned to them
• How to Notify a User when a Task is Assigned to that person

Environment:

• Clio Manage

Additional Information:

• n/a

Procedure:

1. Open the Task tab
2. Click Add
3. Create Task
4. Choose the Assignee
5. Click Notify Assignee via Email
6. Save Task