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When I Export Tasks as a PDF, the Matter Column is Missing

Issue:

  • Can't identify the Matter when exporting tasks as a PDF
  • Description column too wide when exporting tasks as a PDF

Environment:

  • Clio Web App

Additional Information:

n/a

Cause:

When importing or copy/pasting Tasks into Clio, the formatting is being entered incorrectly, creating no line breaks. The results in the Description recording as one long line of information, elongating the Description column. 

Resolution:

Identify the Tasks with long descriptions, and edit to add line breaks (Enter)

or

Export Tasks as a CSV (Excel) file, your matters will be listed under the "reference" column

 

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