KCS - How to Filter Tasks for Clio Connect Users

Objective:

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

Environment:

  • Clio Web App

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

 

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