Adding Multiple Recipients to a Task
What is a Task in Liscio?
A Task in Liscio is any request your firm sends to a specific client. Tasks are designed to hold the assignee accountable, so each Task can only be assigned to a single recipient.
Why Assign Tasks to One Person?
Assigning a Task to multiple contacts can create confusion about responsibility. For example, if you request last week's payroll information from both the Office Manager and Billing Receptionist at a dental office, each might assume the other will handle it. This can lead to delays or extra follow-up work to get the information on time.
Liscio's approach ensures clear accountability, streamlining communication and reducing follow-ups. If you have workflow questions, our support team is happy to assist at support@liscio.me.
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