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October 27th, 2011 by Gwynne Monahan

#cliotraining Tip: Adding Tasks on the Go with Clio Mobile

The ability to access Clio from any Internet-connected device is consistently referred to as one of its great features during #goneclio interviews. Clio users like being able to access client information and add tasks no matter where they are, be it in court, out for a walk or while sitting in a local drive thru waiting to pick up lunch or dinner.

So today, we’re going to review how to add tasks while on the go with Clio Mobile:

1. Go to https://m.goclio.com on your mobile device and login.
2. Choose “Tasks” from the Home screen.



3. Choose “Add Task.”
4. Enter a Description, and a choose a Due Date.
5. Choose “Add.”

That’s it! You’re done.

Now, if you want to add a Task to a specific Matter, you simply select “Matters” from the Home screen, select the appropriate Matter and follow steps 4-6.

Want to learn more? Check out the Clio Mobile section of our Support site.

And if you have tips to share, let us know. We’d love to hear them!