6/11/2023 0 Comments Task assigning![]() Save Buttons: When you have updated all fields, click the "Save Task" button to save and close the window or click "Save & Add Another" to assign the same task to another User or Matter.Clicking the "Due in" option will allow you to set a due date in relation to other Tasks.įor more information, see Understanding Task Dependencies If you specify a Matter that has Tasks already assigned, the "Due in" option will become available. Due at/Due in: Select a date due by clicking in this field.Add a Reminder: Add an Email or Popup Task Reminder if desired.Notifications: When assigning a task to another user, you can opt to send the assignee a notification email and/or receive one in your inbox upon completion of the task.Matter: Start typing the matter number or client name and then choose the appropriate Matter from the dropdown. ![]() Priority: You can indicate whether the Task is a High, Medium, or Low Priority.Permissions (Lock Icon): Tasks can be "Public" which are shared firm wide, or "Private" - which are only viewable by Assignee and Account Admins.Assignee: This is the user that the Task will be assigned to.Ĭlicking on "Firm User" and selecting "Contacts" will allow you to assign the Task to a Contact through Clio Connect.Description: A large area to write more complete details of the Task (Optional field).Task Name: Specify what the Task is called or what is entailed (Mandatory field).In the Task Templates list, click "Assign" below the Task to individually assign it to a Firm User, Contact, or Matter. To assign an individual Task Template to a Firm User, Contact or Matter, go to "Tasks" then "Task lists" and click on the list name that you want to assign. Similarly, Task Lists can be assigned to one user, but individual Tasks inside that list can be assigned to separate users.Īssigning a Task List without a Matter Assigning an Individual Task Template Individual Tasks can be assigned to individual users. From the Task Lists section, Task Templates can be assigned to users and Matters individually or as a list.
0 Comments
Leave a Reply. |