Have you heard? We acquired Lexicata in the first milestone to creating a more advanced client engagement platform. Read more here.

KCS - When I Assign a Task to a User do they get a Notification?

Objective:

  • Notifications for Tasks
  • Notifying the Assignee of Tasks

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

When assigning a Task to another Firm User, there will be a tick box beneath the assignee field to 'Notify assignee via email'. Ensure this box is ticked when saving the Task to send notification.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality