- Find Tasks assigned to Contacts or Clients via Clio Connect.
- Where can I find Tasks assigned to Contacts via Clio Connect?
- Clio Manage
Tasks assigned to Clio Connect Users will also appear as shared resources in the Clio Connect tab under a Matter.
- Navigate to the main Tasks tab on the left or the Tasks subtab for the Matter
- Select Filter on the right
- In the Assigned to field, choose Clio Connect Users