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Is There Any Way to Change the 'Tasks' (Section/Sub-tab of a matter) Status from Defaulting to Incomplete?

Question:

  • When I open my tasks section in Clio, it shows 'No Results'. I then have to open up 'filters' and change the status to 'All'. Is there any way to change this?

Environment:

  • Clio Manage

Additional Information:

  • This behavior is the same when the 'Tasks' sub-tab of the matter is opened instead of the main 'Tasks' section 

Answer:

Currently, there is no way to change this in your Clio account, as this is the default 'tasks' view.

The logic behind this is to have any incomplete tasks (based on due date) for the matter dealt with promptly, and have this be clearly visible when opening the tasks section of Clio, or the tasks sub-tab of a specific matter. 

If you would like to vote for the status to show as 'All' instead, please contact Clio Support to add your vote to this feature request.

 

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