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Is There a Way To Default the Assigned to Field to a Specific User When Creating a Task?

Objective:

  • Is there a way to have all Tasks that user A creates automatically assigned to user B?
  • Is there a way to setup a matter so that all Tasks for that Matter are assigned to a particular user regardless of who creates that Task?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

No, not at this time.

If you would like to add your vote to this Feature Request, please contact us either through email, the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2. 

 

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