- Migrate Tasks to Clio.
- Import Tasks.
- Identify Fields for Importing Tasks.
- Clio Manage
- Clio Importer
This article is specifically for the importers at: app.clio.com/settings/imports
- 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)
- Matter Custom Number - (Must exactly match the Matter Numer/Display Number of an existing Matter in Clio)
- Task Description - (Note/Memo of the Task)