KCS - Is it Possible to Send Task Reminders to More than One User?

Objective:

  • Confirm whether you are allowed to setup a Task Reminder for multiple people
  • Can I set up group reminders?

Environment:

  • Clio Web app

Additional Information:

Task Reminders can be sent to firm account users or Clio Connect users.

Answer:

Although it is not possible to have a single reminder sent to multiple people, it is possible to add more than one reminder to a Task or Calendar Event. You can then choose which person each reminder will be sent to.

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