KCS - How to Recover Tasks from Disabled Users

Objective:

  • Recovering a disabled user's Tasks

Environment:

  • Clio Web App

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.
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