How to Recover Tasks from Disabled Users

Objective:

• Recovering a disabled user's Tasks

Environment:

• Clio Manage

Additional Information:

• In step 4, you may search the page (Control + F in Windows, Command + F in macOS)
• If there are more than one page of tasks, remember to look in all pages for older tasks

Procedure:

1. Go to Tasks
2. Open Filters
3. Under Assigned to, select Any Users
4. Scroll down a locate tasks assigned to disabled user
5. Assign each task to a new user.