Does your firm need to work from home due to COVID-19? Check out these key resources.

Can I Assign a Task List to a Contact?

March 11, 2019 21:00

Objective:

To determine if it is possible to assign a Task List to a Contact within Clio

Environment:

Clio Web App

Additional Information:

If you would like to add your vote to a Feature Request to have more results appear, contact our Support Team at 1-888-858-2546 ext. 2.

Answer:

No, at the moment it is not possible to assign a Task List to a Contact. However, you are able to assign multiple individual tasks to a client.