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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

 

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