- Upload Tasks
- Bulk add Tasks
- Clio Web App
The CSV file attached below contains the headers you will need to use to import your Tasks.
- Go to https://app.clio.com/imports if you are in previous Clio or go to https://app.clio.com/nc/#/settings?path=imports if you are in new Clio.
- Click Add
- In the Import dropdown menu, select Tasks from CSV
- In the User dropdown menu, select the Clio User who will be responsible for the imported entries
- With the File field, select the CSV template of Tasks that you'd like to import
- Click Upload File