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Creating Tasks

Liscio Support avatar
Written by Liscio Support
Updated over a month ago

Creating a Task in Liscio

  1. Select +Add New in the upper-left corner.

  2. Select Task.

  3. Select the Task Type.

  4. Select the Account.

  5. Select the Contact.

  6. Select a Due Date (or make it recurring).

  7. Select an Owner.

  8. Enter a Subject Line.

  9. Enter a Description.

  10. Attach any files if necessary.

  11. Select Create Task.

The recipient will immediately receive a notification and auto-reminders until the task is completed. The Task Owner will be notified when the Contact completes the Task.

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