The Office tab is your advisor-only command center on every client. It collects the five things you do between meetings — check the client's overall status, review flagged observations, jot down notes, track tasks, and walk the review checklist. Clients never see any of it.
You'll find Office in the left sidebar of any client page, right below Documents. A briefcase icon marks it. Opening it lands you on Control Panel by default.
The five sub-pages
Control Panel. A dashboard view of where the client stands overall: changes outstanding, goal funding status, insurance coverage, target portfolio alignment, upcoming tasks. Read-only summary. Best spot to start meeting prep.
Observations. The full page view of flagged rules — gaps, opportunities, and calendar reminders the system has surfaced from the client's plan. Active, Dismissed, and Converted tabs live here. See the Observations article for how the engine works, the three kinds of flags, and the convert-to-change flow.
Notes. The main catch-all. The Notes block is a rich text editor for meeting notes, follow-up reminders, and context you want to remember. The Account Notes section holds per-account notes that show up on each account. There's also a Template Fields panel for editing the variables that drive Guide templates, with a history view so you can see how values have changed over time.
Tasks. The full task list for this client, same items as the task popover in the top-right bar. Better here when you need to bulk edit — reorder, reassign, mark complete, all in one view.
Checklist. The per-client review checklist. Walks through every planning area (assumptions, goals, changes, allocations, insurance, estate) with an item-by-item status so you can see what's done and what's missing before a meeting.
Top-right icons
A few of these same tools are also reachable as icons in the top-right bar of any client page, so you can jump in without going through the sidebar:
Gauge icon → Control Panel
Flag icon (with a count badge) → Observations
Calculator icon → Calculators
Notebook icon → Notes (opens a quick modal)
Check-square icon (with overdue badge) → Tasks (opens a popover)
Plus icon → Add a change
The Gauge and Flag are new — they send you straight into Office. The Notebook and Check-square open lightweight modals if you just need a fast edit without leaving the current page.
What used to live elsewhere
If you're looking for things that moved:
Notes used to sit under Profile > Household. They moved to Office > Notes. The top-right notebook icon still opens a quick modal version for fast edits.
Tasks were also under Profile > Household. They moved to Office > Tasks. The top-right check-square icon opens a quick popover.
Checklist used to be its own top-level sidebar item. It's now Office > Checklist.
The advisor-facing side of the client file (Control Panel, Observations, Notes, Tasks, Checklist) is consolidated here. The client-facing side (Overview, Profile, Planning, Investments, Documents) is unchanged — those pages are still where you and the client both work.