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