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:
- Access the main Tasks tab
- Choose Filter if needed
- Click Export at the bottom
- Select the desired range and output format
- Click Create Export
- Click Download