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Creating Manage To Go Items Tasks
Creating Manage To Go Items Tasks
Liscio Support avatar
Written by Liscio Support
Updated over a month ago

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.
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There are 3 types of Manage To Go Types:

1. Pickup: Client needs to pick up an item at the firm.

2. Mail: Firm is going to mail a client an item.

3. Delivery: An item will be delivered to the client via online or mail.
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To create a Manage To Go Item Task:

1. Click the +Add New in the upper-left side of your screen.

2. Click Task.

3. Click Manage To Go Items.

4. Select the Account and the Contact.

5. Set a Due Date (or make it recurring).

6. Choose the To-Go Type.

7. Chose the Document Type.

8. Enter a Subject and Description, or click into the subject line and select a task template.

9. Click Create Task.

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