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 that has been sent to you, it will automatically route to Pending Tasks for your firm to review.
When a Task has been reviewed and marked as complete by your firm, it moves to the Archived section.
To view all your tasks, click the Tasks tab in the left side navigation bar. Here, you can sort by a number of options such as the Task type, who created the Task, the due date, and so on.
How to Filter Tasks
Task filters will help locate specific tasks on your Tasks page. To apply the filters: 1. Click on the Tasks page on the left-hand side of the screen. 2. Click on a filter to display the filter options. 3. Click on a filter option to display tasks ...
Mobile App Overview
The Liscio Mobile App enables you to upload files and send messages to your firm. The main screen of the Mobile App displays your new inbox messages and new Tasks that need action from you. Tap the message preview to view the message or tap See ...
Tasks make tracking action items easy with auto-reminders and task summaries. There are six types of tasks: Get a Signature: Gain signatures on engagement letters and consent to release letters. Manage To Go Items: Track when documents are sent out ...
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 ...
Contacts are individuals; they are your firm’s clients. One Contact can be associated with multiple Accounts. For example, Jane Doe is a Contact and she is associated with (or has relationships with) her Flower Business and her 1040 Tax Returns. At ...