Setting Up Recurring Tasks in Liscio
Recurring Tasks automatically create new tasks for clients at set intervals, such as monthly document requests.
Note: Recurring settings control when tasks are regenerated, not when reminders are sent. Reminders are always automated and cannot be changed.
Note: All task types can be made recurring except eDocs.
To Set Up a Recurring Task:
Select Add New, then Task, then choose the Task Type.
On the right-hand side, select Set Recurring.
Set the task to recur weekly, monthly, or yearly.
Select an End Date.
Choose how the task will recur:
On Schedule:
A new task is created 5 days before the previous task’s due date, even if the previous task is incomplete.
Clients receive a notification when the new task is created.
Note: The due date of the first On Schedule task cannot be modified at creation.
Tip: Hover over the due date on the Tasks page to see when the next task will be generated.
When Completed:
A new task is created only after the previous task is marked complete.
If the due date is more than 5 days away, the new task appears under Drafts.
If the due date is less than 5 days away, the task moves directly to Open Tasks.
Clients do not see tasks in Drafts.
Tip: Hover over the due date in the Draft tab to see when the task will move to Open Tasks.
Select Done.
Select a Due Date.
Select Create Task.