Passes to the Clio Cloud Conference are $99. Invest in your firm's success today.

Can I Change the Default Assigned To Field Under the Filter Options on the Assigned To Field on the Tasks Page?

Question:

  • Can the default view be changed from myself to all firm users when I go to the tasks page?
  • Can I change a setting to show tasks assigned to all firm users when I open the tasks page?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Not at this time. You can filter tasks by Assigned To when you navigate to the Tasks page, steps on filtering tasks are here.

If you would like to add your vote to this Feature Request, please contact us either through email, the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2.

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality