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How to Bulk Reassign Tasks on Clio Manage

Question:

  • How to Reassign Multiple Tasks in Clio Manage

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

To bulk reassign Tasks in Clio, follow these steps:

  1. Go to Settings
  2. Select Manage Users
  3. Locate User who's tasks you want to reassign
  4. Select the drop down arrow and select Reassign Work
  5. Under Tasks Section, select the firm user you wish to reassign tasks to

 

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