The Clio Cloud Conference is happening October 26-29. Save your spot.

If I Change the Assignee of a Matter after Adding a Workflow Template, do the Tasks Assigned Change to the New Assignee?


  • To determine who is assigned a Task after a Matter Assignee is changed.


  • Clio Grow

Additional Information:



No, the Tasks assigned during the creation of Workflow Template will remain with the original assignee. They do not change if the assignee of the Matter is changed. 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality