Android App: Tasks

Contents

Viewing Tasks
Sorting and Filtering Tasks
Completing a Task
Editing a Task
Deleting a Task
Creating a Task
Advanced Tasks

Viewing Tasks

To access your Clio Tasks, either tap on the menu icon at the top of your screen (three horizontal bars) or swipe from left to right to access the menu, then select "Tasks".

When you view your Tasks they will be listed in date order based on the due date:

To see more details about a Task, tap it to open and view the details:

Sorting and Filtering Tasks

To sort your listed Tasks by due date, tap "Due Date" at the top right of the screen:

To filter which Tasks are listed, tap on "Filters" at the top left of the screen. You can choose to filter your Tasks by Status, Related Matter, Priority, or Assignee. Once you have selected your filters, tap "Apply" to return to the Tasks list:

Completing a Task

Once a Task is complete, you can either check the box to the left of the Task when viewing them in a list, or, inside a Task you can mark it as complete. Once you do so, tap on the save icon at the top of the screen:

Editing a Task

To edit a Task, choose it from the Task list and then make your changes. If you want to show additional fields, tap on the "Add Optional Fields" link at the bottom of the page:

When you are finished editing your Task, tap on the Save icon at the top of the page.

Deleting a Task

While you are in the edit screen of the Task tap on the three black dots and then tap "Delete".

Please note that a Deletion is a permanent action. You may be able to recover the Task via the Recover Bin in the desktop application.

Creating a Task

It is quick and easy to add a Task in Clio’s Android app and you can do so three different ways:

Menu Quick Add

When you are viewing the Menu, tap on the "+" icon to the right:

Main Tasks Page

When viewing the Tasks page of the Android app, tap on the "+" icon at the bottom of the screen:

Within a Matter

When you have a Matter open on your screen, tap on the “More” link at the top. Here you can select the Task option. Then choose the “+” icon at the top of the screen. When you create a Task using this method, the Matter is filled in for you.

Advanced Tasks

Subscribers to Clio's Elite plan have access to the Advanced Tasks feature. If you have this feature, Advanced Task information (Task Type, Status, Time Estimate) is visible and editable when viewing a Task: