KCS - How to Set a Reminder for a Task

Objective:

  • Send a Reminder for a Task
  • Add a Reminder to a Task
  • Can I Add Multiple Reminders to an Event or Task?
  • More than one Reminder
  • Is there a limit to how many or Task Reminders I can create? 

Environment:

  • Clio Web App

Additional Information:

This can also be done by editing an existing Task if you want to add a Reminder for one that has already been created. To edit or delete a Task, you can use the steps included in this article: Edit a Task

Procedure:

  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.
  7. Repeat Steps 4 & 5 if you wish to set up multiple Reminders.

 

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