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How do I Assign Multiple Users to a Task in Clio Grow?

Objective:

  • Can I assign a single task to multiple attorneys? 
  • Assign a task to multiple users.

Environment:

  • Clio Grow

Additional Information:

  • Note: Tasks can only be assigned to other Users in the account. Contacts cannot be assigned Tasks. 

Procedure:

  1. Create a Task
  2. Enter the Task description
  3. Select all relevant users from the Assign To field
  4. Click Add Task when finished
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