Tasks are action items you track inside a specific client's file. You'll find them on the Profile > Household page, in the Tasks section at the bottom. From here, you can create tasks, assign them to yourself or the client, set due dates, link them to a Change, and mark them complete as work gets done.
Creating a task
Click + New task in the top-right corner of the Tasks section. A new row appears inline with three fields:
Description — Click the text field and type what needs to happen (e.g., "Roll over old 401(k) to IRA" or "Send updated beneficiary forms").
Assignee — Use the dropdown to assign the task to yourself (your name appears here) or the client (shows the client's household name). New tasks default to you (the advisor).
Due date — Click the date picker to set a deadline. This is optional. If you set one and need to remove it, click the small X next to the date.
That's it. There's no separate form or save button. Everything saves automatically as you type.
Editing a task
Every field is editable inline, right from the task list:
Click the description text to update it.
Change the assignee using the dropdown.
Click the date picker to add or change the due date.
Changes save as you make them.
Completing a task
Click the checkbox on the left side of the task. The description gets a strikethrough, and the task moves down to the Completed Tasks section at the bottom of the list. The Completed Tasks section only appears once you've checked off at least one task.
To undo a completion, find the task in the Completed Tasks section and uncheck the box. It'll move back to the pending list.
Deleting a task
Hover over any task and a trash icon appears on the right side. Click it to delete the task. This removes it permanently.
Linking a task to a Change
Tasks can be linked to a specific Change in Changes to Be Made. Linked tasks sit under their parent change, so the strategic recommendation and the concrete to-dos stay connected.
To link a task to a Change, go to the Changes to Be Made section on the Overview page. Hover over the change you want to attach work to and click Add task (the small button that appears on hover, or the + Add task link once the change is expanded). The new task is created already linked to that change, and it shows up nested underneath it.
Use this when a Change needs follow-through. Example: the Change is "Increase life insurance coverage to \$1M." The linked tasks could be "Get quotes from 3 carriers" (assigned to advisor) and "Schedule medical exam" (assigned to client). Both tasks belong to that one recommendation, so you can see at a glance how close you are to getting it done.
Tasks you create from the Tasks section on the Household page aren't linked to any Change by default. They just live as standalone to-dos.
Flat vs. By change view
The Tasks header has a two-button toggle in the top-right: Flat and By change. Both views show the same tasks, just organized differently.
Flat is the default. Every task shows up in one list, pending on top and completed below. If a task is linked to a Change, you'll see a small "↳ \[change description]" label under the task description so you know which Change it supports.
By change groups tasks under the Change they're linked to. Each group shows the change's description and its category (e.g., "Increase life insurance coverage · Insurance"). Any task that isn't linked to a Change falls into an Other group at the bottom.
Switch to By change when you're reviewing progress on a client's plan and want to see all the work tied to each recommendation. Stick with Flat when you just want a running list of what's next.
How assignee works
Each task is assigned to either you (the advisor) or the client:
Advisor tasks — Only visible to you. Use these for internal to-dos like "Review portfolio allocation" or "Prepare tax scenario."
Client tasks — Visible to both you and the client. When a client logs into the portal, they see a Tasks page (labeled "My Tasks") that shows only tasks assigned to them. Clients can check off tasks, edit descriptions, add due dates, and even create their own tasks from the portal.
You can change the assignee at any time using the dropdown. If you reassign a task from advisor to client, the client will see it the next time they log in.
How tasks appear in the client portal
When a client logs into the Client Portal, they see a Tasks link in their navigation. This takes them to a "My Tasks" page that shows only tasks assigned to them (not your advisor-only tasks).
From the portal, clients can:
See all their pending and completed tasks
Check off tasks as they finish them
Edit task descriptions and due dates
Create new tasks (these are automatically assigned to themselves)
Delete tasks
Completed tasks appear in a separate "Completed" section below the pending list, just like on your side.
Tasks vs. Changes to Be Made
Tasks and Changes to Be Made are both action items, but they serve different purposes:
Changes to Be Made are financial planning recommendations organized by category (e.g., "Investments," "Insurance," "Estate Planning"). They live on the Overview page and show up in the client's Guide. Changes are the "what should we do" that comes out of your planning analysis.
Tasks are concrete to-dos for getting things done. They live on the Profile > Household page and have assignees, due dates, and completion tracking. Tasks are the "who needs to do what, and by when."
Linking a task to a Change ties the two together. The Change states the recommendation, and the linked tasks track the work required to make it happen.