KCS - Are Task Descriptions Visible in Clio Connect?

Objective:

  • To learn if it's possible to see Task Descriptions in Clio Connect.
  • To understand if when assigning a Task to a client via Clio Connect, they will be able to access the Task Description field.

Environment:

  • Clio Web App

Additional Information:

As a workaround, it's possible to enter all Task details in the Task Name field. 

The Task's description is shown in the email with the Clio Connect link. 

Answer:

Not at this time. If you would like to see this feature added to Clio, please let our support team know by chatting us from in the app, calling us at 1-888-858-2546 x2 or by emailing support@clio.com.

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