Turning an Email into a Task
To Create a Task from an Email:
Click on an email to open it.
Click the Create Task icon
to the right of the email you wish to create a task from. Note: There are ellipses next to each reply. To turn a single reply into a task, click the ellipses next to that reply. To turn an entire email thread into a task, click the ellipsis next to the very last reply.
Click Create Task.
Click on the Task dropdown to select Task Type. Note: To Do is default. We believe in most cases, you'll be delegating this task to an employee or yourself. To Do tasks are completely internal and clients can never see it.
If you are creating a To Do Task.
Select an Employee.
If needed, select an Account and Contact.
For all other Task Types, select an Account and Contact. This is necessary to ensure the correct Account and Contact receive the task.
Click on the Date to change the task’s due date, if necessary. Note: The default date is one week from the day it was created.
To change the Task Owner, click the Owner dropdown to select a firm employee you want to own the task.
Enter a Subject and Description, or click into the subject line and select a task template.
Drag and drop files, or click Liscio Vault or Browse to add attachments, if necessary.
Click Create Task.
Contact Us
Related Articles
How to Set Up Email Integration (Outlook 365 & Gmail Integration)
Cut back on all the noise while creating visibility across the firm with the Liscio Email Integration. View and respond to client emails inside Liscio, automatically and manually add client emails to Contacts and Accounts, bridge the adoption gap for ...Liscio Email Integration (Outlook and Gmail)
Email is meant to aid client adoption, making it easier for you to receive information from the client how they wish to communicate - while having it in a secure platform alongside files, tasks, esignatures and more! Stay Focused We prioritize emails ...Adding an Email to an Existing Task
With the Liscio Email Integration, emails can be added to a previously created Liscio Task. This is a great way to update a task with additional information received outside of Liscio. For example: You create an internal To Do task for a coworker to ...Liscio for Outlook
Liscio integrates with Outlook! With Liscio for Outlook, you can save time by: Responding to emails via Liscio. Turning an email into a task for your client, yourself, or your team. Sending a Zoom meeting invite from an email. Creating an internal ...Turning an Email into a Note
Any client information sent via email that is needed for future reference can be easily turned into a note. This may include a business name change, employee pay or bonus, marriage status change, dependent change, new home purchase, etc. Turning an ...