Objective:
- See when Tasks were marked as complete
- Find out how many Tasks a User has finished this week
- View date and time a Task was completed
- Is there a way to sort completed tasks by when they are completed?
Environment:
- Clio Web App
Additional Information:
- When filtered for Tasks, the Firm Feed will show all Task related activity, along with the User, Date, and Time of each action
- For Tasks linked with a specific Matter, you can also view these records from the Timeline in the Dashboard of the Matter
Procedure:
- Go to the Dashboard
- Select the Firm Feed tab
- Click on Filter at the top-right corner
- In the Type menu, choose Task
- Optionally, select a User