Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

What Fields Are Included In A Tasks Import?


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


  • Clio Manage
  • Clio Importer

Additional Information:

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


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) 
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality