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Working with Tasks

Viewing your Tasks

You can view your Tasks at any time in Clio Connect by clicking on the Tasks tab.

Clio will show you how many unfinished Tasks you have in the Tasks tab.  If there is no number you’re all caught up.

Completing a Task

To complete a Task click on the “Mark as Complete” quick link below the task name. Once a Task is complete it will disappear from the Upcoming Tasks page.

Viewing Tasks you have completed

You can view a list of Tasks you’ve completed by clicking on the “Completed” sub-tab.  On the Completed Tasks page you can click on “Mark as Incomplete” to put the Task back in Upcoming.

Greg McLawsen

I’m proud to be the founder of Sound Immigration. My job is to work behind the scenes to ensure our clients have an outstanding experience at our firm. I’m passionate about reinventing the practice of law to make it work better for those we serve. I work hard to identify the best available technology to make our firm convenient for clients. I look to other industries, like real estate and the restaurant business, to learn about practice that will help serve our clients better.

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