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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. Click Tasks on the left
  2. Click Filters on the right if you need to add certain criteria
  3. Click Apply filters
  4. Click Export at the bottom
  5. Select the desired export format
  6. Click Export
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