Mobile App Calendar

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Calendar options and view

The Calendar tab on the Clio mobile app shows calendar events in either Agenda or Day format. You can choose to show all calendar events on calendars visible to you or only calendar events on some calendars. By default, the Calendar displays events from your personal and firm calendars. Follow the steps below to change the Calendar view and select which calendars you want to view.

Tip: Navigate through the Calendar by scrolling up and down or by swiping left or right on the Calendar view in the header. You can also see the full month's dates by clicking the blue arrow in the header.

  1. Go to the Calendar tab.
  2. Click the filter icon in the top right.
  3. Select Agenda or Day.
  4. Select or deselect calendars.
  5. Click Done.

 

Create new calendar event

In the mobile app, you can create a new calendar event by clicking the icon for the create new menu or by creating a new event from directly within a matter.

Create new iconWithin matter
  1. Click the + icon for the create new menu.
  2. Select Event.
  3. Complete the event details, including title, description, attendees, location, start and end time, matter, the calendar the event will be saved to, the event type and color, and optionally add a time entry.
  4. Click Save.

 

Filter calendar events

You can filter calendar events from the main Calendar tab or from within a matter's details page. You can filter calendar events by event type (all, only events, only court rules) and by present and future events only or all events.

Calendar tabWithin matter
  1. Go to the Calendar tab.
  2. Click the filter icon in the top right.
  3. Select your filter parameters and then click Done.

 

Edit calendar event

You can edit calendar events from the main Calendar tab or from within a matter's details page. 

Calendar tabWithin matter
  1. Go to the Calendar tab.
  2. Optional: Click the filter icon in the top right to narrow your results.
  3. Click the event and then select Edit.
  4. Make your changes and then click Save.

 

Delete calendar event

You can delete calendar events from the main Calendar tab or from within a matter's details page. 

Calendar tabWithin matter
  1. Go to the Calendar tab.
  2. Optional: Click the filter icon in the top right to narrow your results.
  3. Click the event.
  4. Click Edit and select Delete event. You can also click the three vertical dots and select Delete event.
  5. When asked to confirm, click Delete.

 

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