Blog

March 15th, 2012 by Gwynne Monahan

#cliotraining Tip: How to Quickly Sort and Find Tasks

Tasks are a helpful way to keep track of what needs to be done and when. In Clio, you can create stand-alone Tasks, or link them to specific Matters. And like many other types of lists, or to-dos, they can get a bit long and unruly. That can make it hard to find a certain Task.

Clio’s search function offers a few different methods to quickly sort and find Tasks, so let’s review:

The “More” button displays search options:

• Assigned By
• Status
• Matter
• Search

The “Search” field lets you type in words, which is helpful if you want to see all Tasks related to “File Motion,” for example.  The Task list narrows itself to those Tasks with “File Motion,” making it easier for you to scan and find the right one.

You can also sort Tasks by clicking the different menu headings:

• Description
• Due
• Assigned By
• Reference

So if “File Motion” returns a long list, you can sort them to help narrow and scan the list a little quicker.

Or perhaps you want to see all the Tasks that are Overdue. While there’s the visual cue of Overdue Tasks in a pink hue, a quick way to see all of the Overdue Tasks is to simply click the “Overdue” Display link:

Doing so filters out any upcoming Tasks, so you’ll just see anything that is Overdue. You can also sort them, or select a different Display to see what is due today, tomorrow or next week.

Check out the Tasks section on our Support site to learn more about what Tasks can do for you.

Got a tip to share? Let us know. We’d love to hear them!