KCS - How to Find Tasks Assigned to Other Users

Objective:

  • Locate Tasks assigned to other User on your Account
  • Find Tasks you Assigned to Other Firm Members

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Navigate to the Tasks tab
  2. Select Filter on the right
  3. In the Assigned to field, choose the person whose Tasks you wish to see 

 

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