San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

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

 

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