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:
- n/a
Procedure:
- Navigate to the main Tasks page (or the Tasks tab in a specific Matter)
- Select Filter on the right hand side
- Fill out relevant fields and click Apply Filters