Client-level Tasks are action items inside one household's file. Advisors can assign them to the advisor or client, set due dates, and create new Tasks linked to a Change. Clients see only Tasks assigned to the client.
Create a standalone Task
Open the client.
Select Office, then Tasks in the Office workspace header.
Select New task.
Enter the description.
Choose the advisor or Client as assignee.
Add a due date when needed.
The Office Tasks table shows Done, Task, Assignee, and Due date. Edit those fields from the row; changes save automatically. Use the checkbox to complete or reopen the Task.
Completed Tasks move to the completed section and can be reopened. Delete an advisor-side Task only when it should no longer remain in the action history; deletion cannot be undone.
Create a new Task linked to a Change
Select Changes in the Planning section of the client sidebar.
Find the Change that needs implementation work.
Select + task or Add a task for this change.
Enter the new Task description, assignee, and due date.
Return to Office → Tasks and confirm the linked Change appears on the Task row.
The Change workflow creates a new linked Task. A standalone Task created from Office cannot currently be attached to a Change later through a supported control.
Deleting a Change does not delete its linked Tasks. Kerdora keeps those Tasks in the task list and removes their link to the deleted Change.
What the client can do
In the portal, the client opens My Tasks. The client can:
select New Task to create a client-assigned Task;
edit a Task description;
set or clear a due date;
mark a Task complete or reopen it; and
delete a Task.
Advisor-assigned Tasks remain advisor-only. Changing the assignee to Client makes the Task eligible for the client's list.
A Task can also appear in a Guide when the Guide uses a Tasks component. The checkbox in the Guide is read-only; the client completes the Task from My Tasks.
Why can the client not see a Task?
Open Office → Tasks and confirm the assignee is Client. Then confirm that the adult has portal access to the household.
Why is a Task not linked to a Change?
It may be a standalone Task created from Office or My Tasks. Create future linked work from the applicable Change's + task control. There is no supported attach-existing action.