Objective:
- Can I assign Tasks to Clients through Clio Connect?
- Assigning Tasks to Contacts
- Sharing Tasks with a Client via Clio Connect
Environment:
- Clio Manage
Additional Information:
- As this relates to Clio Connect, the Contact must have a valid email address entered in their Contact Information
- If this is the first item shared with the Contact through Clio Connect, they will receive an email notification prompting them to activate their account (Creating a Clio Connect Account
- Existing Clio Connect users will receive notification of the shared Task, unless they have disabled this functionality (Can Clio Connect Users Disable Sharing Notifications?)
- FAQs - Sharing via Clio Connect
Answer:
When selecting a Contact as the Assignee for a Task, this Task will be shared with them in Clio Connect