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How to Assign a New Task to Another User with Clio's iOS App

Objective:

  • Use the iOS App to create and assign a Task to another user

Environment:

  • Clio Mobile App - iOS

Additional Information:

  • n/a

Procedure:

  1. Open the iOS App
  2. Press +
  3. Press Task
  4. Fill out the required fields
  5. Press Assignee
  6. Select a firm user
  7. Press Save
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