KCS - How do I See When a Task was Created?

Objective:

  • Find out when a Task was assigned

Environment:

  • Clio Web App

Additional Information:

You can search within the page in your browser by typing Ctrl and F on your keyboard (Command and F on a Mac), then typing the search term into the box that appears and hitting Enter

Procedure:

  1. Go to Dashboard
  2. Select Firm Feed
  3. Click Filter
  4. Under "Type," Select Task
    • If you know the User who created the Task, you can select them as well
  5. Review the logs to find the Task and when it was created

 

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