KCS - 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 iOS App

Additional Information:

n/a

Procedure:

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