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KCS - How to Import Tasks


  • Upload Tasks
  • Bulk add Tasks


  • Clio Web App
  • Imports

Additional Information:

The CSV file attached below contains the headers you will need to use to import your Tasks.


  1. Go to if you are in previous Clio or go to if you are in new Clio. 
  2. Click Add
  3. In the Import dropdown menu, select Tasks from CSV
  4. In the User dropdown menu, select the Clio User who will be responsible for the imported entries
  5. With the File field, select the CSV template of Tasks that you'd like to import
  6. Click Upload File


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