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How to Export Tasks


  • Migrate Tasks out of Clio
  • Print Task Lists
  • Download Tasks within a CSV
  • Download Tasks within a PDF


  • 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.


  1. Access the main Tasks tab
  2. Choose Filter if needed
  3. Click Export
  4. Select the desired range and output format
  5. Click Create Export
  6. Click Download 
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