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How To Filter Tasks

Objective:

  • To expand your view beyond your own Tasks to all Tasks for all Users, and pare down the list to specific assignee, statuses, and more
  • Can I search for Completed Tasks?
  • Can I search by assigned user for tasks?

Environment:

  • Clio Manage

Additional Information:

Multiple Filters can be applied at one time

Procedure:

  1. Navigate to the main Tasks page (or the Tasks tab in a specific Matter)
  2. Select Filter on the right hand side
  3. Fill out relevant fields and click Search
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