Objective:
- Notifications for Tasks
- Notifying the Assignee of Tasks
Environment:
- Clio Manage
Additional Information:
- Currently, the option to 'Notify assignee via email' is not available when creating a Task on the Clio Mobile App (iOS/Android). Please contact Clio Support to submit a Feature Request if you would like this to be added.
- If you assign a Task List to yourself, you will not get an email notification, only if you assign to another user.
Answer:
When assigning a Task to another Firm User, there will be a tick box beneath the assignee field to 'Notify assignee when task is assigned'. Ensure this box is ticked when saving the Task to send notification.