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