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What is an Agenda?

Objective:

  • What is the Agenda?
  • How do I use the Agenda?
  • Clio Dictionary

Environment:

  • Clio Grow

Additional Information:

Will my Clio Manage Calendar Events sync with my Clio Grow Agenda

How do I Sync my Clio Grow Agenda with my Calendar in Clio Manage?

When do Forms Appear on my Agenda in Clio Grow?

When Do Documents Appear on my Agenda in Clio Grow?

Answer:

The Agenda provides users with an overview of all tasks, forms, documents, appointments, and scheduled emails assigned to any user within the Clio account.

For example, when a document/form is sent for completion for a particular due date or when an email is scheduled to be sent, it will appear in the Agenda in a list view.

 

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