2017

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KCS - How to Find Out When a Task Was Completed

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:

  1. Go to the Dashboard
  2. Select the Firm Feed tab 
  3. Click on Filter at the top-right corner
  4. In the Type menu, choose Task
  5. Optionally, select a User
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