How to Track Tasks

How to Track Tasks

After a task is created, you can easily track its status on your Tasks page.  Liscio's FirmView allows employees to see all of the tasks your firm has created, allowing your team to collaborate and stay informed. 

Exceptions: Tasks associated with restricted accounts will not show up on an employee's Tasks page unless they are a Firm Admin or are assigned to the Client Service Team of that accountSpecialist Employees can only view tasks associated with accounts to which they have been assigned.  Learn more about employee roles here


‚Äč

Tracking Task Status: 
  1. Tasks that are waiting for your clients to complete will populate under the Open Tasks tab. 
  2. Once your client has marked the task complete, the task owner will be notified and the task will move to the Pending Review tab. 
  3. Once the task owner (or any other firm employee) reviews the task and marks it complete, the task will be moved to the Archived tab.  This will also archive the task on the client side.
  4. The Draft tab will display On Schedule recurring tasks that have a due date of more than 5 days away. Please visit this article for more information on recurring tasks.   
      Note: Tasks cannot be deleted from Liscio, and will stay in the Archived tab indefinitely.  If you would like to delete attachments from an archived task, you will have to reopen the task in order to do so.  
      

Related Articles: Tasks Overview

    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 Check the Status of an eDoc in Liscio

        There are two ways to track eDocs after they have been sent. On the eDocs page:  1. Click EDOCS on the left-hand navigation. 2. Notice the status tabs at the top: In Progress (sent to signers) Completed (signed) Cancelled  Draft (Pro-Tip: Deleting a ...
      • My Tasks Section Overview

        The My Tasks section at the bottom of your home screen displays all tasks that you are assigned. When your firm assigns you a Task, it is automatically routed to the My Tasks section to indicate that it needs your attention. When you complete a Task ...
      • Managing Tasks in FirmDash

        FirmDash allows you to manage and track Tasks while on-the-go! To view the Tasks page: Tap the menu icon (three lines) in the upper-left corner of the screen. Tap Tasks. View Open Tasks, Pending Review, and Archived Tasks using the tabs at the top of ...
      • 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 ...
      • Firm Only (Internal) Files

        Files can be uploaded as firm only, giving access to only firm employees and admins. A firm only file is indicated with a lock icon to the right of the file name.  Manually uploaded files are marked firm only by default. Contacts and Accounts can be ...