View or Create Tasks for a Person

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 People section of Adviser Cloud

Select or search for required person:

 

 

 

Click on the required persons name - the following screen will be displayed:

 

 

Click the Tasks Tab - the following screen will be displayed (showing any tasks that are due)

 

 You can create a new task for the person here by clicking the green create new task button

The following screen will be displayed for you to complete.

 Enter details as required and clock green Save button

 

Alternatively you can click on the orange Actions tab at the top right of the screen to create a task, Invite to fact find or Sync with Nucleus.  

 

 

 

Invite to fact find: by clicking this you will automatically invite the client to complete a fact find - it will record it within the contact log as shown below.

 

Create Task: You can create new tasks for an individual - the following screen will be displayed:

 

Sync with Nucleus: by clicking this the following screen will be displayed - showing you the status for the client.

 

 

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