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