Liscio allows you to filter tasks by:
- Tasks assigned to me: To-Dos
- Tasks I've assigned: To Dos and any task you've assigned to a client
- Get a Signature: collect e-signatures.
- Manage To Go Items: update your clients on the status of their documents.
- Request Information: request additional information.
- To Do: internal task management for your firm.
- Task owner (Employees of the firm).
- The account the task is associated with.
- Who the task is assigned to (Clients or firm employees).