Staying organized can be a challenge in a busy firm. This month’s support tip will show you how Clio can optimize your workflow and keep you on schedule through the use of Task Lists and Calendar Feeds.
Do you have matters, practice areas, or workflows that have a common set of tasks that require completion? If so, Clio allows you to combine a group of individual tasks into a single Task List. You can customize your Task List by naming it, associating it with a practice area, and creating the individual tasks that make up your list. You can also batch-assign Task Lists to other users, eliminating the time-consuming job of inputting individual tasks repeatedly. Another great feature of Task Lists is that they allow you to create and assign contingent tasks. For example, you can assign a task named ‘Final Review’ to be due two days after the completion of ‘Draft Contract’, removing the need to designate specific dates.
For more information on creating your first Task List, please see our Support article.
For those not using Outlook or Google Calendars, a Calendar Feed is a simple way to sync your Clio Calendar with a third party calendaring program like iCal or Yahoo Calendar. This feature is unidirectional and will send updates from your Clio Calendar to your third party provider. It also allows you to set up multiple feeds so that your colleagues can view and sync your calendar into their preferred calendaring program, and vice versa. The additional benefits of Calendar feeds are that they prevent any potential deletions or unwanted edits that may occur in your third party calendaring program and automatically update any additions and edits you may make in your Clio Calendar.
For more information on Calendar Feeds and how to set one up, please see our Support article.
Join us for our upcoming support webinar: Calendar and Tasks where we will explore how to keep track of events, appointments, and tasks in Clio.