The ability to create Tasks is one of the most powerful features in your 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, Tasks help you keep track of what needs to be done.
Tasks 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 Tasks when you are setting up your portal for the first time, add them to wealth items, transactions and more. They are embedded in the actions you take to better fit your workflow.
How do Tasks work?
When a Task is created and assigned to you, you’ll receive an email letting you know you've been assigned a new Task.
If it has been set to send reminders, you’ll receive reminder emails (and push notifications to the Mobile App) until you mark the Task as complete.
Marking your Tasks as complete will stop reminder emails and you will feel great that you have finished an important task!
Where can I find my Tasks?
An overview of all outstanding Tasks can be seen on your Dashboard and the dedicated Tasks area of your portal helps to manage them.
Visit the dedicated Tasks area via the menu on the left hand side of your portal. From here, you can:
- Create new Tasks
- Edit and/or mark Tasks as complete
- View a list of current and past Tasks
- Filter to find a specific Task