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Is it Possible to Filter Tasks by Date of Completion?

Objective:

  • Tasks completed for today 
  • Task Completion Date 

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

Yes, proceed as per the following:

  1. Go to the Tasks page
  2. Select Completed tab
    2a. Add "Completed" Column (If necessary)
  3. Sort list by "Completed" column which lists the Completed Date
  4. Click Export
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