Does your firm need to work from home due to COVID-19? Check out these key resources.

How to Filter Tasks for Clio Connect Users


  • Is it possible to see Tasks that were assigned to Clio Connect users?


  • Clio Web App

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


Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality