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

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:

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.

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