Tasks can be recorded as an action after an email has been sent/filed. Task is available on the Actions drop-down or, if the panel is expanded, on the Task tab.
Complete the task fields:
| Field | Description |
|---|---|
| Type | The task work type to create. Options are limited to task types enabled in the Task type targeting sub-feature (see Admin configuration). |
| Title | Free-text title for the task. |
| Owner | The participant to assign the task to. Options are limited to participants whose role is enabled in the Participant role targeting for secondary actions sub-feature (see Admin configuration). Displayed as First Name Surname (Role), sorted alphabetically. |
| Due Date | The due date and time for the task. Format: DD/MM/YYYY hh:mm. |
| Description | Free-text description of the task. |
Select Submit to create the task.
On success, Clio Operate creates the task work item as a child of the linked case and assigns it to the selected participant.