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

Objective:

  • How can I reassign Tasks to another User?
  • Update assigned Task User
  • Edit Task user
  • Task Lists

Environment:

  • Clio Manage

Additional Information:

Please note that reassigning Tasks to another User will not change the Time Entries already created by the previous User.

For Work Reassignment for a user, please see here.

Procedure:

  1. Go to the main Tasks tab
  2. Click Filter
  3. Change Assigned to 
  4. Click the drop-down arrow (next to "Mark Complete")
  5. Change Assignee 
  6. Click Save Task

 

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