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If I Create a Task in a Workflow Template who is Assigned the Task?

Objective:

  • To determine which user is assigned a task when a workflow template is added
  • Who is assigned a task when I add a workflow to a Matter?

Environment:

  • Clio Grow

Additional Information:

n/a

Answer:

If no Users were assigned the Task (upon creation of the Workflow template), the Assigned User of the Matter will be assigned the Tasks contained in the Workflow Template. 

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