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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 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 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. ...
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
Note: Files uploaded to the Files tab can be deleted on the Account and Contact level. Only firm users have the ability to delete files. Deleting a file will remove it from Liscio completely. If you would like to keep the file in Liscio, see How to ...