How do I set a Reminder for an Upcoming Task in Clio Grow?
- How do I set up a Reminder for myself or other users in Clio Grow for a task?
- Navigate to the Matter in Clio Grow
- In the Add a single item dropdown, click Create Task
OR use an existing task in a Workflow Template
- Enter the Task Description, select the Assign To and Due Date
- Once a Due Date is selected, the Reminder Email options will populate
- Click Add Task to save