- What is the Agenda?
- How do I use the Agenda?
- Clio Dictionary
- Clio Grow
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.