San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

When do Forms Appear on my Agenda in Clio Grow?

Objective:

  • Why aren't some of my Forms showing up on the Agenda page?
  • Why do forms and documents have due dates?

Environment:

  • Clio Grow

Additional Information:

n/a

Answer:

When sending a form you will be prompted to schedule a due date. That form will only appear in your Agenda if it was assigned a due date. 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality