The Tasks module allows you to assign tasks to individuals in order to drive the completion of Goals, and increase the progress of a Household's Values.

*As a reminder* the client needs to be registered to access their tasks. 



To add a task, navigate to the Tasks module under the client ad click Add Task.

You can add tasks and change them to the below statuses:

  • To Do - A task or action they need to do (start) 
  • Doing - A task or action they have started but not yet completed
  • Done - A task they have done. You can add historical tasks (already Done) to a a client's record.

If you assign a task as To Do, Doing or change the status of an existing task the client will receive an email notifying them.

They can log in to their Dashboard to review.

Note a client can mark that the task is Done. The Adviser can validate that it has been indeed Done and assign back to the client if they think it is not complete.






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