Task notifications and reminders help you track new tasks, changes to existing tasks, and upcoming deadlines.
Note: You cannot set automatic reminders for tasks.
Set up task notifications
Verify your notification settings to ensure you receive email, in-app, and/or mobile notifications.
Tip: Check your Personal Dashboard to get an overview of your overdue tasks.
- Go to Settings > Notifications.
- Scroll down to Tasks.
- Toggle on the relevant settings.
Task email notification rules
- Assignee: Firm members will only receive an email notification for a task assigned to them if the 'Notify assignee when task is assigned' checkbox is checked when creating a task. If this box is not checked, they will not get an email.
- Assigner (Task creator): The firm member creating the task will only receive a notification when the task is completed if the 'Notify me when task is completed' checkbox is checked.
- Self-assign: You will not receive an email notification when you assign a task to yourself.
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.
Note: If a task is completed before a reminder is set to be delivered, the reminder notification will not be sent out.
- 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.