KCS - Unable to Create a Task

Issue:

  • I cannot create a Task 
  • Can't create Tasks

Environment:

  • Clio Web App

Additional Information:

n/a

Cause:

  • The user is a Clio Connect user and Clio Connect cannot create Tasks 

Resolution:

Add the Clio Connect user as a firm member. For instructions on how to add a user, click here. 

 

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