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How to Add a Task to a Contact in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

  1. Go to the desired contact’s page
  2. Click the Tasks tab
  3. Enter the task description
  4. Assign the task to a user
  5. If desired, create a due date and reminder email time
  6. Click Add Task when finished
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