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Is There a Filter to See Tasks for All Firm Users and Clio Connect Users?

Objective:

  • View all Tasks for both full Clio and Clio Connect users

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

No, you would need to filter for Assigned toAny Users to see those linked with firm users and again separately for Assigned toClio Connect Users

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