How to Reopen an Archived Task

How to Reopen an Archived Task

1. Click on the Tasks page on the left side of the screen.
2. Click the Archived tab at the top.
3. Click on the task you want to reopen.
4. Click on the ellipses (three dots) in the upper-right corner.
5. Click Re-open Task.



Tasks cannot be reopened if the contact or employee have been deactivated.  If you receive an error that the task cannot be reopened, please do the following: 
  1. Ensure the Account that the task is related to is active.
  2. Ensure the Contact that the task is related to is active.
  3. Ensure the Contact & Account are tied via a relationship.


    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

      • Re-Opening Requests

        Re-Opening Requests lets clients update answers and upload files for previously submitted Requests. This is helpful for correcting mistakes or making updates. Re-Opening a Request Navigate to the Requests Page or client's Account Timeline. Find the ...

      • Archived Tasks

        After your firm marks a Task complete, it will be moved to the Archived section of your Task page. 1. Click Tasks on the left side navigation.  2. Click the Archive tab at the top. Related article: Pending Review Tasks

      • How to Archive a Task

        Click on the Task. Click the ellipses (three dots) in the upper-right corner. Click Archive Task. Note: Tasks archived on the firm side will also be archived on the client side. Related article: How to Bulk Archive Tasks | How to Archive a Recurring ...

      • 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 will ...

      • How to Archive a Message

        Note: Only Messages in your Inbox can be archived. Click on the Inbox page on the left side of the screen. Click into the Message. Click the Archive icon. The message will now be stored in the Archived tab of you Inbox.  Related article: How to ...