Objective:
- Migrate Tasks out of Clio
- Print Task Lists
- Download Tasks within a CSV
- Download Tasks within a PDF
Environment:
- Clio Manage
- Tasks
Additional Information:
Instructions below will only export your upcoming tasks. Click Filter and change the Status field to All to include other tasks.
Note: Selecting All will only include Pending, In Review, and in Progress, not Completed.
To export completed tasks you will need to export the list from the Completed tasks tab.
Procedure:
- Click Tasks on the left
- Click Filters on the right if you need to add certain criteria
- Click Apply filters
- Click Export at the bottom
- Select the desired export format
- Click Export