The ability to create To-dos is one of the most powerful features in your wealth portal because it allows you to create and manage tasks for yourself and your team members.
Whether the task is to submit a tax return, upload an important document, or hunt down your bank credentials, To-dos help you keep track of what needs to be done.
To-dos are part and parcel of how we manage our finances (and our lives, really!) which is why they’ve been embedded throughout your wealth portal.
You can create To-dos when you are setting up your portal for the first time, or when completing wizards, wealth items, transactions and more. They are embedded in the actions you take to better fit your workflow.
How do To-dos work?
When a To-do is created that you need to complete, you’ll receive an email letting you know you've been assigned the To-do.
If it has been set up to send reminders, you’ll receive reminder emails until you mark the To-do item as completed. This will be motivating!
Once the task assigned in the To-do is done, it can be marked as ‘complete’. This will stop the reminder emails and you will feel great that you have finished an important task!
Where can I see a list of all my To-dos?
To-dos can be found on the left hand side of your portal navigation pane. From there, you can:
- Create new To-dos
- View a list of current and past To-dos
- Check the deadline and status of To-dos
- Filter to find a specific To-do