Quick Start Guide · Version 1.1
This guide shows you how to begin using Clio to create and manage tasks, decide what deserves attention, and use the AI coach to organize and plan your work.
Overview
Clio combines task management with an AI coach so you can organize, prioritize, and plan your work in one place.
Use Clio to enter and manage tasks, then ask the AI coach for help deciding what to focus on, organizing a backlog, or breaking a difficult task into smaller steps.
Getting started
You do not need to configure a complicated workflow before using Clio. Start with the work you already have.
Add the work you need to remember, organize, or complete.
Look over your tasks and update them as priorities or circumstances change.
Use ordinary language to ask for help prioritizing, organizing, or planning the work.
AI coach
You can ask direct questions. Clio works best when you describe the decision or task you need help with.
Use this when several tasks are competing for your attention.
Use this when you need a concrete recommendation from your current list.
Use this to bring structure to a larger or less organized set of tasks.
Use this when a task feels too broad, difficult, or unclear to start.
Help us improve Clio
Your experience can help make the product and its instructions more useful for future users.
What would you have liked to have seen when you first started using Clio?
What additional information would you add to this guide?
Ready to begin
Enter your tasks, review the list, and ask the AI coach for the next useful step.