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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 2 weeks ago

Manage To Go Item Tasks in Liscio

Manage To Go Item is a task that lets you inform clients when they need to pick something up or when you are mailing or delivering something to them.

Manage To Go Item Types:

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

  2. Mail: Firm will mail an item to the client.

  3. Delivery: An item will be delivered to the client (online or by mail).

To Create a Manage To Go Item Task:

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

  2. Select Task.

  3. Select Manage To Go Items.

  4. Select the Account and Contact.

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

  6. Choose the To-Go Type.

  7. Choose the Document Type.

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

  9. Select Create Task.


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