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 by the firm and received by the client.
- Request Information: A catch-all task that is great for gathering documents and information.
- To Do: Internal, firm-only task you can create for yourself or another firm employee.
- Meeting: Schedule Zoom meetings with clients directly through Liscio or send an invite to schedule a Calendly event.
- eDoc: Clients can fill out and sign PDFs, like questionnaires or 8879s.
The My Tasks section at the bottom of your Home Dashboard displays all tasks that you own or are assigned and need to review. When you create a task for a Contact, it will automatically route to Outstanding Tasks. Whenever a task is completed by the contact, the task will automatically route into the My Tasks section to indicate that it needs your attention. You will also receive a notification.
For a FirmView of Tasks, click on the Tasks page on the left-hand side of the screen. Here you can track all tasks.
Related Articles: How to Track Tasks | Task and eDoc Templates
Contact Us
Related Articles
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 ...My To Do List Section Overview
The My To Do List section at the bottom of your home screen displays all Tasks and Requests that you are assigned. Tasks When your firm assigns you a Task, it is automatically routed to the My Tasks section to indicate that it needs your attention. ...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 ...FirmDash Overview
FirmDash allows you to use Liscio on-the-go! Notifications: Stay up-to-the-minute. You'll receive push notifications every time a Task is updated, and whenever you receive new messages. Messaging: Send messages in real time, helping to minimize ...Contacts Overview
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 ...