San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

Can I Assign a Task List to a Contact?

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.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality