To Dos serve as internal management. They allow you to send Tasks to your coworkers or to yourself.
To Dos are internal only and your clients cannot see them - the options to select an Account and/or Contact only exist so you can associate this internal task with the client it is relevant to.
To create a To Do Task:
1. Click the +Add New at the upper-left hand side of your screen.
2. Click Task.
3. Click To Do.
4. Select the Employee.
5. Select the Account.
6. Select the Contact.
7. Enter a Subject and Description, or click into the subject line and select a task template.
8. Enter a Description.
9. Click Create Task.
Note: Both Active and Archived Accounts and Contacts will appear as options to select, as there may be internal tasks required even if the Account and Contact is no longer active in Liscio.