You can create To-dos when you are setting up your portal for the first time, or when completing wizards, wealth items, transactions, rooms and more. They are embedded in the actions you take to better fit your workflow.
How do I add a To-do?
1. Navigate to the To-dos menu and click 'Add a To-do'.
2. A pop-up window appears for you to create the task.
Field 1- To do name: the task name
Field 2- Assigned to: this is the person responsible for completing the task.
Field 3- Due date: This will automatically default to 10 days from the current date but can be adjusted.
Field 4- Reminders: This will be set by default to "Automatic" (Automatic reminder frequency occurs 90, 30, 21,14, 7, 3 and 1 day before the task is due. If a task is overdue, this frequency continues until 90 days after the due date). Reminders can be amended to Daily, Never, etc and you can choose when those reminders begin.
Field 5- Notes: Any notes relating to the to-do can be added here.
Once you have setup the To-do, click 'Add'.
3. The newly created To-do will appear in your To-dos list.
The assignee will begin to recieve reminder notifications as per the reminder frequency configured by you.
When creating a To-do linked to a Wealth, Cashflow, Insurance item or within a Room, you can do so from within the item itself.
Simply locate your Cashflow transaction, Insurance policy, Wealth item or Room and click on it's details to open up it's own To-do section. From here a To-do can be created as necessary. For a Room simply click on 'Tasks'.
If a To-do is created from within any of these items, it will also be visible in your To-do list in the To-do section of your portal