Calendars can be exported out of Clio Manage using either CSV or ics files. You can also filter and export individual calendar entries rather than an entire calendar and print a specific calendar view.
Import ics calendar into Clio Manage
To import a calendar saved as an ics file, such as a holiday calendar:
- Go to Clio’s Imports page.
- Click Add.
- Under Import select Calendar from iCalendar (.ics).
- Select the destination calendar in Clio Manage.
- Click Choose File and find your file.
- Click Upload File.
- Wait for the import state to complete. This could take several minutes.
Export calendar events
You can download an ics file of your calendar or export calendar events for a specific matter as a list of events in PDF or CSV format. Using the option to download an ics file, you can subsequently add the file to a calendaring application of your choice. This export will show all future events, past events within the last 30 days, the event's date, start time, end time, summary, and description, but the export will not carry over event locations. When you download a list of calendar events for a specific matter, you have the option to filter the results by the type of calendar event or court rule and/or whether to include upcoming, past, or all events prior to the export.
To download an ics file of a calendar:
- Go to Calendar.
- Click More and select Calendar feeds.
- For the relevant calendar, select Download [calendar_name] ics. Or, to download an ics for all of the calendars that is visible in your main calendar tab, click Download All visible calendars ics.
The ics file will be downloaded to your computer.
To download a list of events for a specific matter:
- Go to the matter’s Calendar subtab.
- Optional: Click Filters and/or use the Upcoming, Past, or All quick filters to select a specific subset of events.
- Optional: Click Columns to select or deselect the information to include for your export.
- Scroll to the bottom of the page and click Export.
- Select the export format. If you select CSV, you can choose to show all columns from the table or only columns that are visible/checked.
- Click Export.
The file will be downloaded to your computer.
Print calendar views
When viewing the main Calendar tab, you can print the agenda, daily, week, work week, or month views. The printed view will show all calendar entries visible to you, excluding tasks.
- Go to Calendar.
- Select one of the following: Agenda, Day, Week, Work week, or Month.
- Click the More dropdown and select Print.
- Follow your browser’s printing directions.