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Android App: Calendar

Contents

Creating a Calendar Event
Choosing the Calendar(s) to View
Viewing Calendar Event Details
Editing a Calendar Event
Switching between Monthly and Weekly View
Deleting a Calendar Event

Creating a Calendar Event

It is quick and easy to add a Calendar event in Clio’s Android app. You can do so four different ways:

Global Create

From anywhere in the app, tap the green "+" button in the bottom right corner.

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This will display the "Create new" menu. Then click the 'Event' icon which will display the 'New event' modal. 

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Menu -> Calendar

When viewing the Calendar area of the Android app, tap and hold ('long-press') the green “Global Create" icon at the bottom right of the screen:

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Within a Matter

When you have a Matter open on your screen, tap on the green 'Event' icon at the top. This will open the 'New event' modal and populate the current Matter in the Matter field. 

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Within a Matter's Calendar

When looking at a Matter specific Calendar, click the green 'New event' button on the bottom right corner. 

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Each of these actions will prompt the 'New event' modal to open where you can fill out the necessary details.

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You will have the option to choose which Calendar this event will be saved on to, along with the option also add it to the Firm Calendar. 

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To save the entry and go back to the previous screen, tap the checkmark button at the top right of the screen.

Choosing the Calendar(s) to View

You may have access to additional Calendars in Clio in addition to your personal one. To choose the Calendars you are viewing, tap on the 'Filter' icon in the upper right corner:

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Here, you will see your Calendars along with those being shared with you. They will be colour-coordinated and can be toggled on or off by checking or unchecking the box to the left of the Calendar name. 

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When you are finished, tap on the checkmark at the top right of your screen.

Switching between Agenda and Day View

To switch between Agenda and Day view, tap the 'Filter' icon in the top right of the screen. Your preferred viewing mode will be saved even if you close the app.

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Agenda view:

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Day view:

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Viewing Calendar Event Details

To view details of a Calendar event, tap the event. The Calendar Details screen includes hyperlinks to navigate directly to the Matter. You can also initiate phone calls, and send text messages or emails, right from this page. To edit the Calendar event, tap 'Edit' in the top right of the screen.

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Editing a Calendar Event

To edit a Calendar event, tap the event to open the Calendar Details screen. Then tap the 'Edit' button in the top right corner. When you are finished editing the event, tap on the checkmark at the top right of the screen:

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Deleting a Calendar Event

While you are in the Edit screen you have the ability to delete a Calendar event by tapping the red 'Delete event' option at the bottom of the screen:

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You will then be asked to confirm the deletion:   

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