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How do I Make a Task "Private"?

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:

  1. Go to the Tasks page or tab in a Matter
  2. Click Add
  3. Fill in the appropriate details
  4. Click on the lock icon beside the "Assignee" field
  5. Save Task

 

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