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KCS - How to Set a Reminder for a Task


  • Send a Reminder for a Task
  • Add a Reminder to a Task


  • Clio Web App

Additional Information:

This can also be done by editing the Task if it has already been created. To edit or delete a Task, you can use the steps included in this article: Edit a Task


  1. Go to the Tasks tab
  2. Click the green ADD button
  3. Include relevant information
  4. Click + Add a Reminder
  5. Enter relevant Contact and time
  6. Click Save Task


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