Request Information Tasks in Liscio
Request Information is an open-ended task used to collect information from clients, such as a photo of a driver’s license. It is considered a general task.
To Create a Request Information Task:
Select +Add New in the upper-left corner.
Select Task.
Select Request Information.
Select the Account and Client.
Enter a Subject and Description, or select a task template from the subject line.
Attach a file if necessary.
Select Create Task.
How Clients Complete a Request Information Task:
Open the Task from the To Do List or Tasks page.
Attach files by:
Dragging files into the Attachments box, or
Selecting Browse, choosing files, and selecting Open.
Optionally, name and tag the files.
Select Upload to attach the files.
Once files appear in the task, select Mark Complete to finish.
Note: You will receive a notification when the client uploads a file or comments.
A separate notification is sent when they Mark Complete, moving the task into Pending Review for you to review.