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:
- Go to the main Tasks tab
- Click Filter
- Change Assigned to
- Click the drop-down arrow (next to "Mark Complete")
- Change Assignee
- Click Save Task