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Can I Assign a Workflow to a User Not Assigned to the Matter in Clio Grow?

Question:

  • If a User is not assigned to a Matter, how do I create a Workflow for them?

Environment:

  • Clio Grow
  • Tasks

Additional Information:

  • When you create a Workflow Template and leave it blank then assign it to a Matter in Clio Grow it will default to the assigned User to the Matter. This is a workaround to have a Task List assigned to a different User.
  • For more information on Workflow Templates please click here.

Answer:

One option would be to create a Workflow Template, but assign it to a specific User, and apply that workflow on the Matter. So, having separate Workflow Templates for each User if they are not Users on the Matter. For more information on creating Workflow Templates please click here

 

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