Tasks
How to Send a Calendly Meeting Invite
With the Calendly integration, you can easily send your clients Calendly invites via the Meeting Task. To Connect your Calendly Account to Liscio: Click on your Profile (name) in the bottom left corner of the menu. Click the Third-party Apps tab at ...
Task and eDoc Description Templates
Task and eDoc Description Templates will save you time and standardize your client communications. Firms are supplied with a variety of customizable default templates, and have the option to build their own. Templates can be used all in tasks except ...
How 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 with ...
How to Archive a Task
Click on the Task. Click the ellipses (three dots) in the upper-right corner. Click Archive Task. Note: Tasks archived on the firm side will also be archived on the client side. Related article: How to Bulk Archive Tasks | How to Archive a Recurring ...
Adding Multiple Recipients to a Task
What is a Task in Liscio? A Task in Liscio is any request your firm sends to a specific client. Tasks are designed to hold the assignee accountable, so each Task can only be assigned to a single recipient. Why Assign Tasks to One Person? Assigning a ...
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 ...
How to Complete a Task
1. Click into the Task. 2. Scroll to the bottom of the screen and click Mark Complete. The Task will be moved to the archive section for you and your client.
How to Edit a Task
Click into the Task you would like to edit. Click the ellipses (three dots) in the upper-right corner of the screen. Click Edit Task. The Due Date and Task Owner can be edited. The Subject, Description, and recurring timing can be edited in all tasks ...
How to Create a Get a Signature Task
1. Click +Add New in the upper-left of your screen. 2. Click Task. 3. Click Get a Signature. 4. Select the Account and Contact. 5. Select Document Type and the Document (Note: To add templates to your document selection, please contact ...
How to Create an Internal To Do Task
To Dos serve as internal management. They allow you to send Tasks to your coworkers or to yourself. To Dos are internal only. Your clients cannot see them. To create a To Do: 1. Click the +Add New at the upper-left hand side of your screen. 2. Click ...
How to Reopen an Archived Task
1. Click on the Tasks page on the left side of the screen. 2. Click the Archived tab at the top. 3. Click on the task you want to reopen. 4. Click on the ellipses (three dots) in the upper-right corner. 5. Click Re-open Task. Tasks cannot be reopened ...
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. ...
How to Comment on a Task
If a Task is already sent to a client, use the Comments section to remind clients to complete the task, or to add any additional information to the Task. When a new Comment is made by a client on a Task a pink dot will appear next to the Task. To ...
How to Delete Files From a Task
Note: Only employees of the firm providing the use of Liscio can delete files. Clients/end-users do not have the ability to delete files. Click the Task to view the contents. Click the 'X' to the right of Preview. Click Yes to Proceed. Note: Files ...
How to Download All Attachments in a Task
Click on the Task to open it. Click on the ellipsis (three dots) in the upper-right corner. Click Download All Attachments.
How to Create a Request Information Task
Request Information is an open-ended task that allows you to collect information from your clients (photo of a drivers license, etc.). To create a Request Information Task: 1. Click the +Add New at the upper-left hand side of your screen. 2. Click ...
How to Bulk Reassign Task Ownership
If a coworker is out of the office or no longer works for your firm, reassign the Task Owner so nothing falls through the cracks. 1. Click Bulk Actions on the left-hand side of the screen. 2. Click Reassign Task Owner. 3. Filter By My Tasks, Type, ...
How to Bulk Archive Tasks
Click on the Tasks page on the left-hand side of the screen. Select the tasks: To select all: Click the checkbox next to Task name. To select specific tasks: Click the checkbox next to a specific task. Click Archive in the upper-right corner of the ...
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 ...
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 ...
How to Print a Task
1. Click on the Task to open. 2. Click the ellipsis (three dots) in the upper-right corner. 3. Click Print. 4. Choose a Destination.
How to Create Recurring Tasks
Click Add New, then click Task, then select the task type. Note: All task types can be made recurring except for Invoice tasks and eDocs. On the right-hand side, click Set Recurring. Set the task to recur weekly, monthly, or yearly. Select an End ...
How to Edit, Delete, or Archive a Recurring Task
To modify a recurring task, all changes should be made to the most recently generated task. This means that if the original task has already genereated a new task, edits should be made to the new task. Note: To archive a recurring task, you will ...
How to Bulk Send Engagement Letters
You can send engagement letters to 100 clients at a time. Please contact Liscio Support to upload custom templates. Follow the steps below: 1. Click Bulk Actions on the left-hand navigation. 2. Click Get Signature. 3. Filter by Entity, Relationship, ...
How to Schedule a Virtual (Zoom) Meeting
After you enabled Zoom, you can create a meeting and auto-populate your meeting ID directly in the virtual meeting task. To Connect your Zoom Account to Liscio: Log into Liscio. Click on your name in the bottom left corner (your profile picture). ...