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How to Find Tasks Assigned to Clio Connect Users

Objective:

  • Find Tasks assigned to Contacts or Clients via Clio Connect.
  • Where can I find Tasks assigned to Contacts via Clio Connect?

Environment:

  • Clio Manage

Additional Information:

Tasks assigned to Clio Connect Users will also appear as shared resources in the Clio Connect tab under a Matter.

Procedure:

  1. Navigate to the main Tasks tab on the left or the Tasks subtab for the Matter
  2. Select Filter on the right
  3. In the Assigned to field, choose Clio Connect Users

 

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