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How Do I Filter the Agenda by Item Type in Clio Grow?

Objective:

  • How to filter the agenda by item type

Environment:

  • Clio Grow

Additional Information:

You can filter for Appointments, Documents, Emails, Forms, and Tasks on the Agenda page.

Procedure:

  1. Go to the Agenda page
  2. Optionally, change your subtab to:
    1. Today
    2. Upcoming
    3. Past Due
    4. No Due Date
  3. Click Apply Filters
  4. Choose the appropriate Item Type(s) from the dropdown
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