Objective:
- Locate Tasks assigned to other User on your Account
- Find Tasks you Assigned to Other Firm Members
- Can I see Tasks assigned to someone else
- View Tasks assigned to someone else
- See Tasks assigned to another user
- How to View All Assigned Tasks across All Users
- Is There a Way to Monitor Other Users' Tasks
- Monitoring other people's Tasks
- Viewing other users' Tasks
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- Navigate to the Tasks tab
- Select Filter on the right
- In the Assigned to field, choose the person whose Tasks you wish to see