Objective:

• Migrate Tasks to Clio.
• Import Tasks.
• Identify Fields for Importing Tasks.

Environment:

• Clio Manage
• Clio Importer

Additional Information:

This article is specifically for the importers at: app.clio.com/settings/imports

Answer:

Required Fields:

• Task Subject - (Quick Summary of the Task)
• Due Date - (mm/dd/yyyy)
• Task Status - (Completed OR Pending)
• Clio User - (Must exactly match an active Clio user's name)

Optional Fields

• Matter Custom Number - (Must exactly match the Matter Numer/Display Number of an existing Matter in Clio)
• Task Description - (Note/Memo of the Task)