Tasks are action items you track inside a specific client's file. You'll find them under Office › Tasks in the left sidebar. From there, you can create tasks, assign them to yourself or the client, set due dates, link them to a Change, and check them off as work gets done.
Where to find Tasks
In the left sidebar, click Office, then select Tasks. (Office also holds Home, Plan Setup, and Notes — Tasks lives alongside those.)
The full URL is /client/:id/office/tasks if you're navigating directly.
Creating a task
Click + New task at the top of the Tasks page. A small form appears with three fields and Cancel/Create buttons:
Description — Type what needs to happen (e.g., "Roll over old 401(k) to IRA" or "Send updated beneficiary forms").
Assignee — A dropdown with two options: your name (default) and Client. New tasks default to you.
Due Date (Optional) — A date picker. Leave blank if there's no deadline.
Click Create to add the task. Click Cancel to back out without saving. The form closes after a successful create.
Editing a task
Existing tasks support inline editing right from the list:
Click the description text to update it.
Change the assignee using the dropdown.
Click the date picker to add, change, or remove the due date.
Edits 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 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 Completed Tasks and uncheck the box. It moves back to the pending list.
Deleting a task
Hover over any task and a trash icon appears on the right side. The first click arms the delete — the icon turns into a small Delete? chip. Click the chip within a few seconds to confirm and remove the task permanently. If you don't click again, the chip times out and the task stays put.
This two-step confirm exists so you don't accidentally wipe out a task with a stray click.
Linking a task to a Change
Tasks can be linked to a specific Change in Planning › Changes. 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 Planning › Changes in the left sidebar. 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 appears 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 how close you are to getting it done.
Tasks you create from Office › Tasks aren't linked to any Change by default — they 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, a small "↳ [change description]" label appears under the task 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"). Tasks not linked to a Change fall 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 for 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 that shows only tasks assigned to them. Clients can check off tasks, edit descriptions, add due dates, and create their own tasks from the portal.
You can change the assignee at any time using the dropdown. Reassigning a task from advisor to client makes it visible to the client on their next login.
How tasks appear in the client portal
When a client logs into the Client Portal, they see a Tasks link in their navigation that takes them to their list of pending and completed tasks. They only see tasks assigned to them — advisor-only tasks stay hidden.
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 (automatically assigned to themselves)
Delete tasks
Completed tasks appear in a separate "Completed" section below the pending list, the same way they do 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 under Planning › Changes 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 under Office › Tasks 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.
Tasks used to live at the bottom of the Profile › Household page. They've since moved to Office › Tasks alongside the rest of the advisor-only views.