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When I Assign a Task to a User do They get a Notification?

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 via email'. Ensure this box is ticked when saving the Task to send notification.

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