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How do I set a Reminder for an Upcoming Task in Clio Grow?

Objective:

  • How do I set up a Reminder for myself or other users in Clio Grow for a task?

Environment:

  • Clio Grow

Additional Information:

  • N/A

Procedure:

  1. Navigate to the Matter in Clio Grow
  2. In the Add a single item dropdown, click Create Task
    OR use an existing task in a Workflow Template 
  3. Enter the Task Description, select the Assign To and Due Date 
    • Once a Due Date is selected, the Reminder Email options will populate  
  4. Click Add Task to save 

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