Can I Assign a Task to a Contact without Sending a Notification

December 03, 2020 06:36

Objective:

Assign Task to Contact without sending a notification
Can I choose to not notify a contact when Assigning a Task
Assign Task to Contact
Notify Contact when Assigning a Task

Environment:

Clio Manage

Additional Information:

For information on what happens when you assign a Task to a Contact, see: https://support.clio.com/hc/en-us/articles/360000988113

Answer:

Yes, as long as the Contact is already a Clio Connect User, you can uncheck the box for "Notify assignee via email."

If, however, you have no yet shared anything with the Contact, they will not have a Clio Connect account and will receive a notification to sign up for Clio Connect and view the Task.