How to Create an Internal To Do Task
To Dos serve as internal management. They allow you to send Tasks to your coworkers or to yourself.
To Dos are internal only. Your clients cannot see them.
To create a To Do:
1. Click the +Add New at the upper-left hand side of your screen.
2. Click Task.
3. Click To Do.
4. Select the Employee.
5. Select the Account.
6. Select the Contact.
7. Enter a Subject and Description, or click into the subject line and select a task template.
8. Enter a Description.
9. Click Create Task.
Note: Both Active and Archived Accounts and Contacts will appear as options to select, as there may be internal tasks required even if the Account and Contact is no longer active in Liscio.
How to Create a Task
1. Click +Add New in the upper-left side of your screen. 2. Click Task. 3. Select Task Type. 4. Select the Account. 5. Select the Contact. 6. Select a Due Date (or make it recurring). 7. Select an Owner. 7. Enter a Subject Line. 8. Enter a ...
How to Create Recurring Tasks
Click Add New, then click Task, then select the task type. Note: All task types can be made recurring except for Invoice tasks and eDocs. On the right-hand side, click Set Recurring. Set the task to recur weekly, monthly, or yearly. Select an End ...
How to Create a Task from a Message
You may want to create a Task from a message you received or sent to a client. Instead of copying and pasting the information onto a new task, you can create one directly from the message. To Create a Task from an entire Message Thread: Click on the ...
Creating Tasks in FirmDash
FirmDash allows you create the following Tasks on-the-go: Request Information, Manage To Go Items, and To Do. See our Tasks Overview to learn more about Task types. To create a Task: Tap the blue plus sign (+)at the bottom of your screen. Select New ...
How to Create a Get a Signature Task
1. Click +Add New in the upper-left of your screen. 2. Click Task. 3. Click Get a Signature. 4. Select the Account and Contact. 5. Select Document Type and the Document (Note: To add templates to your document selection, please ...