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How To View Completed Clio Connect Tasks In Clio Manage

Objective:

  • ... View completed Clio Connect Tasks in Contact/Matter/Task tabs in Clio Manage

Environment:

  • Clio Manage
  • Clio Connect

Additional Information:

n/a  Completed Tasks shared via Clio Connect can be viewed from either the Contact page for the Client, Matter page for the Client, or directly from the Tasks Tab in Clio Manage.

Procedure:

How to view completed Tasks from the specific Matter page

  1. ..  Select the appropriate Matter and click on the Clio Connect tab at the top of the screen.
  2. ..  Click on the Shared By drop down and select Any Firm Users.
  3. ..  Click on the Resource Type drop down and select Task.

This will display all completed tasks on that specific Matter.

How to view completed Tasks from the specific Contact page

  1. ..  Select the appropriate Contact and click on the Clio Connect tab at the top of the screen.
  2. ..  Click on the Shared By drop down and select Any Firm Users.
  3. ..  Click on the Resource Type drop down and select Task. 

This will display all completed tasks for that specific Contact.

How to view completed Tasks from the Tasks Tab

  1. ..  Click on Tasks in the left hand toolbar.
  2. ..  Click on the Completed tab at the top of the screen.
  3. ..  Click on the Filter drop down.
  4. ..  Click on the Assigned To drop down and select Clio Connect Users.
  5. ..  Click on the blue Search button.

This will display all completed tasks for all Clio Connect Users.

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