Create rows in Microsoft Excel for new tasks in Clio
Keep your data organized and up-to-date by seamlessly integrating Clio and Microsoft Excel. With this workflow, each new task created in Clio will instantly generate a corresponding row in Excel. This eliminates the need for manual data entry, ensuring you spend less time on task management and more on your core work activities. Stay on top of your assignments simply and efficiently.
Keep your data organized and up-to-date by seamlessly integrating Clio and Microsoft Excel. With this workflow, each new task created in Clio will instantly generate a corresponding row in Excel. This eliminates the need for manual data entry, ensuring you spend less time on task management and more on your core work activities. Stay on top of your assignments simply and efficiently.
- When this happens...New Task
Triggers when a new task is created.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
- Free forever for core features
- 14 day trial for premium features & apps