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Archiving Tasks

Liscio Support avatar
Written by Liscio Support
Updated over 3 weeks ago

Archive a Task:

  1. Select the Task.

  2. Select the ellipses (three dots) in the upper-right corner.

  3. Select Archive Task.

Note: Tasks archived on the firm side will also be archived on the client side.
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To Archive Tasks in Bulk:

  1. Click on the Tasks page on the left-hand side of the screen.

  2. Select the tasks:

    1. To select all: Click the checkbox next to Task name.

    2. To select specific tasks: Click the checkbox next to a specific task.

  3. Click Archive in the upper-right corner of the screen.

  4. Click Yes on the pop-up message.

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