Pending Review Tasks
After you complete a Task, it is moved to the Pending Review section. After the firm reviews the Task and marks the it complete, it will be moved to the Archived section.
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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 ...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 TasksHow 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 ...Tasks Overview
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 ...Re-Opening Requests & Organizers
Re-Opening Requests & Organizers allows your clients to answer questions and upload files for previously submitted Requests & Organizers. This feature is useful whenever a client has a Request/Organizer that has been submitted by mistake or they need ...