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