How to Create a Manage To Go Items Task
Manage To Go Item is a Task that allows you to inform clients when they need to pick something up or if you are mailing or delivering something to them. There are 3 types of Manage To Go Types: 1. Pickup: Client needs to pick up an item at the firm. ...
Using Task Filters
Task filters will help locate specific tasks on your Tasks page. Task Filters include: Type: Get a Signature, Manage To Go Items, Request Information Owner: The firm employee who is the Task Owner Account: The Account (entity) to which the Task ...
Adding Multiple Recipients to a Task
First, let's think about what a Task is. A Task in Liscio can be any request from your firm to a particular client. We have designed Tasks for the purpose of holding the recipient accountable. To do this effectively, we allow a Task to be assigned ...
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 ...
Task Template Suggestions
Below you will find a variety of templates that you may want to add to your task template library. Copy and paste these just as they are, or edit them to add your personal touch! Task Templates Invoice task Subject Line: Monthly Invoice ...