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How to Filter Tasks for Clio Connect Users


  • Is it possible to see Tasks that were assigned to Clio Connect users?
  • How do I see a list of Tasks for Clio Connect Users?


  • Clio Manage

Additional Information:



  1. Navigate to the main Tasks page (or the Tasks tab in a specific Matter)
  2. Select Filter on the right hand side
  3. From the Assigned To dropdown pick Clio Connect Users


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