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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 Manage

Environment:

  • Clio Manage

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.
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