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Assigning Tasks

For information on assigning Task Lists and Templates, see the following articles:

Assigning Task Lists
Understanding Task Dependencies

Assigning Tasks

Tasks can be assigned to a firm member or a Clio Connect contact. Assigning a Task to that person will cause the Task to be displayed on their Tasks calendar. By default, a Task is assigned to the person that created it.

When Adding Tasks or Editing Tasks, you can edit the assignee:

If you change the assignee to someone other than yourself, notification options will be displayed:

Click the "Save Task" button to assign the Task.