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How do I set a Reminder for another User?

Objective:

  • Task reminder for someone else
  • Calendar reminder for other firm members
  • Send reminders for other attorneys

Environment:

  • Clio Web App

Additional Information:

Firm Users will be sorted at the top of the User dropdown menu, but you will also have a section for "Contacts" below - this will send a notification to any Clio Connect contacts you have established.

Task reminders times are set in relation to 12:01 am of the due date. For more details please see: What Time Will I Receive a Reminder for a Task? 

Procedure:

  1. Edit an existing, or Create a new Task or Calendar event.
  2. Click the hyperlink for Add Reminder
  3. You will be able to choose the name of the firm member from the new menu that appears (this will send in the form of an email notification)
  4. Add how much time in advance (Minutes, Hours, Days, Weeks) you would like to set this notification for.
  5. Save your Event or Task. 
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