KCS - How to View a List of all Completed Tasks

Objective:

  • View a list of completed Tasks across all Matters
  • Where can I find a list of all completed Tasks?
  • View a list of all tasks completed by one or all Users

Environment:

  • Clio Web App

Additional Information:

For viewing completed Tasks for a specific Matter see here.

Procedure:

  1. Select Tasks from the main navigation menu
  2. Select Completed
  3. You will now see a list of all completed Tasks
  4. Select Filter on the right hand side to filter the list

 

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