Navigating the Tasks Section

Adviser Cloud can help streamline the advice process, with automatic reminders, workflow, task management and time logging. Our Task management system has been designed to work around the daily tasks Financial Advisers face and help manage and automate the data delivery process.

 

Go to Tasks tab at the bottom of the Adviser Cloud Screen.

 

View Tasks

To View current tasks click the View Button

 

See who a task is allocated to

 

 

Status of a task

 

 

Actions for a task

 

 

 

Add a New Task

To add a new task click the New Task button

enter the required details including due date and title.

Optional Details

There are some optional details (Priority & Status of Task) that you can add if required.

 

 

Click green Save button. 

 

 

 

 

 

 

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