Clio Grow's Agenda lets you see all of the Tasks, Forms, Documents, Appointments, and Emails that are assigned to you.
Frequently Asked Questions:
- When Do Forms Appear on my Agenda? (see here)
- When Do Documents Appear on my Agenda? (see here)
- How Can I View More Details of Items in My Agenda? (see here)
- How Do I Delete Items from My Agenda? (see here)
- Can I Print/Export Agenda View in Grow? (see here)
- How Do I View All of My Tasks in Clio Grow? (see here)
- How Can I View Another User's Tasks in Clio Grow? (see here)
- How Do I Filter the Agenda by Item Type in Clio Grow? (see here)
- How Do I Filter the Agenda Page by User in Clio Grow? (see here)