Task Notifications and Reminders

Task notifications and reminders help you track new tasks, changes to existing tasks, and upcoming deadlines.

Set up task notifications

Verify your notification settings to ensure you receive email, in-app, and/or mobile notifications. 

1. Go to Settings > Notifications.
2. Scroll down to Tasks.
3. Toggle on the relevant settings.

Task email notification rules

• Assignee: When you assign a task to another firm member while creating a task, select Notify assignee when task is assigned to send them an email notification. Client portal participants receive an email and a push notification automatically.
• Assigner (task creator): When you assign a task to another firm member, select Notify me when task is completed to receive a notification when they complete it. When the assignee is a client portal participant, you receive an email automatically when the client completes the task.

For tasks assigned to a client portal participant, click Add a reminder and select Assignee (via Clio for Clients) to remind the client.

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.

1. Go to the main Tasks tab or the Tasks subtab within a matter.
2. Create a new task or edit an existing task.
3. Under Reminders, click Add a reminder.
4. Select which firm user should receive the reminder and when.
5. 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.
6. Click Save task.