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How do I Reassign Tasks From One User to Another User?

Objective:

  • How can I reassign Tasks to another Paralegal?

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Go to the main Tasks tab
  2. Click Filter
  3. Change Assigned to 
  4.  Click Edit on all Tasks you want to reassign and change Assignee 
  5. Click Save Task

 

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