Filter tasks
You can narrow your task search results directly on the Tasks page using filters, by sorting columns, and by searching specific date ranges or no due date. Filter preferences cannot be saved or set as default, which means you will need to apply the filters again when you leave the Tasks page.
Tip: Scroll to the bottom of the Tasks page and click Expand rows to view expanded rows with full task descriptions.
- Go to the main Tasks tab or the Tasks subtab within a matter.
- Click Filters.
- Sort by your choice of filters and then click Apply filters.
- Click Clear filters when you are finished.
Tip: If you need to bulk delete or reassign a deactivated user’s tasks, select All users in the Assigned to field to show all firm users. Then you can sort the Tasks table by the Assigned to column to find the deactivated user’s tasks.
- Go to the main Tasks tab or the Tasks subtab within a matter.
- Select Columns.
- Check the box next to each column you want to appear in the table and click Update columns.
- You can now click and drag columns to move them, click columns to sort by column type, or shorten or lengthen columns by clicking and dragging the column borders.
Tip: Sort tasks by due date to see which tasks are due soon.
- Go to the main Tasks tab or the Tasks subtab within a matter.
- Next to the Completed quick filter, click the date fields to select a date range or click the All dates dropdown to filter by pre-set date ranges.
Print tasks
When you print a single task, the printed document will show all the task details.
- Go to the main Tasks tab or the Tasks subtab within a matter.
- Click the down arrow next to Mark complete and select Print task.
Export tasks
When exporting tasks, you can use filters to narrow your task results or export all tasks. Outstanding and completed tasks can only be exported in separate document files.
- Go to the main Tasks tab or the Tasks subtab within a matter.
- Click either Outstanding or Completed.
- Optional: Click Filters to narrow your results.
- Scroll down and click Export.
- Select either PDF or CSV and then click Export.
Set up task feeds
If you want to view your Clio Manage tasks in a calendaring application like Google or Apple iCal, you can set up a one-way task feed sync.
- Go to Tasks.
- Select Task feeds.
- Follow the steps below depending on if you are using Apple iCal, Google, or another calendaring application:
- Apple iCal: Click Personal task ics feed (Outlook/iCal) and follow the on-screen prompts to set up the feed.
- Google or other calendaring applications: Right-click Personal task ics feed (Outlook/iCal) and then select Copy Link Address. Use the link to add your tasks to your preferred calendaring program.