Task notifications and reminders can help you track when a new task is assigned to you by another firm user, when changes are made to tasks, and when reminders are set for completing tasks.
Note: You cannot set automatic reminders for tasks.
Set user notifications for tasks
Before setting task reminders, verify that you can receive email, in-app, and/or mobile notifications. Email notifications are only available for tasks that you assign to others and for tasks and task lists that are assigned to you. In-app reminders will be delivered to you on your next login. If you toggle on all the settings, you will receive notifications when a task or task list is assigned to you and when one of your assigned tasks is updated, deleted, or completed by someone else.
Note: You will not receive a notification if you complete one of your own tasks or if a task is overdue.
- Go to Settings > Notifications.
- Scroll down to Tasks.
- Toggle on the relevant settings.
Tip: Check your Personal Dashboard to get an overview of your overdue tasks.
Add task reminders
You can create a task reminder for the task assignee when creating or editing a task any time before a task is due. You can even set multiple reminders for a single task.
- Go to the main Tasks tab or the Tasks subtab within a matter.
- Create a new task or edit an existing task.
- Under Reminders, click Add a reminder.
- Select which firm user should receive the reminder and when.
- Optional: Click Add a reminder to set another reminder or click Remove to delete a reminder. You can also set reminders for external counsel contacts who have a Clio for Co-Counsel account.
- Click Save task.
Note: If a task is completed before a reminder is set to be delivered, the reminder notification will not be sent out.