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KCS - How to Export Tasks

Objective:

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

Environment:

  • 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.

Procedure:

  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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