How to Archive a Task

How to Archive a Task

  1. Click on the Task
  2. Click the ellipses (three dots) in the upper-right corner. 
  3. Click Archive Task.
      Note: Tasks archived on the firm side will also be archived on the client side. 
‚Äč
      
 

    Contact Us

       Email:  support@liscio.me 
       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
        Subscribe to our YouTube channel Liscio CX



      • Related Articles

      • How to Edit, Delete, or Archive a Recurring Task

        To modify a recurring task, all changes should be made to the most recently generated task. This means that if the original task has already genereated a new task, edits should be made to the new task.        Note: To archive a recurring task, you ...
      • How to Bulk Archive Tasks

        Click on the Tasks page on the left-hand side of the screen. Select the tasks: To select all: Click the checkbox next to Task name. To select specific tasks: Click the checkbox next to a specific task. Click Archive in the upper-right corner of the ...
      • How to Delete Files From a Task

        Note: Only employees of the firm providing the use of Liscio can delete files. Clients/end-users do not have the ability to delete files.  Click the Task to view the contents. Click the 'X' to the right of Preview. Click Yes to Proceed. Note: Files ...
      • How to Complete a Task

        1. Click into the Task. 2. Scroll to the bottom of the screen and click Mark Complete. The Task will be moved to the archive section for you and your client.   
      • How to Delete a Message

        Note: You can only delete a message if you created the message.  Otherwise, you may archive the thread. Click Inbox on the left-hand side of the screen. Click into the Message you'd like to delete. Click the trash can icon next to the message. ...