While Tasks in Clio currently lack a dedicated prioritization mechanic, you’re still able to add a sortable priority by adding a searchable priority tag to the Task description with this handy tip.
When adding priority to Clio tasks, simply add ‘1Pr’ (for ‘Priority 1’) for high-priority tasks and sequential ‘Pr’ tags for tasks of lesser importance to the beginning of the Task description. For example, if you had a high priority task to submit Court documents, you would enter ‘1Pr – Submit Court Documents’ in the description field:
Now, clicking the ‘Description’ column header will sort the column by order of priority (as the items are ordered in ascending alphanumeric order). Sorting by the ‘Description’ column will give you an easy snapshot of forthcoming tasks and their importance.
You’re also able to search for the Priority Tag using the Global Search Bar to bring up a list of Tasks tagged with that priority:
Using this technique will inject efficiency into your firm, enabling you to prioritize and view your tasks with precision. Check out our updated Clio Support Resource page for all your queries, or reach out to our friendly, on-call Clio Support Team for instant feedback.