Objective:
- Can I hide a Task from other users?
- How do I set a Task to Private?
Environment:
- Clio Manage
Additional Information:
Note: A Private Task can be seen by the Task Creator, the Assignee, and users with the Administrator permission.
Procedure:
- Go to the Tasks page or tab in a Matter
- Click Add
- Fill in the appropriate details
- Click on the lock icon beside the "Assignee" field
- Save Task