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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 Web App
  • Tasks 

Additional Information:

Instructions below will only export your upcoming tasks. Click Filter and change the Status field to All to include completed tasks.


  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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