How to Filter Tasks for Clio Connect Users

Objective:

• 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?

Environment:

• Clio Manage

Additional Information:

n/a

Procedure:

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