KCS - What Happens When You Assign a Task to a Contact?

Objective:

  • Can I assign Tasks to Clients through Clio Connect? 
  • Assigning Tasks to Contacts
  • Sharing Tasks with a Client via Clio Connect

Environment:

  • Clio Web App

Additional Information:

Answer:

When selecting a Contact as the Assignee for a Task, this Task will be shared with them in Clio Connect

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