In the RightFlows > Workflows tab of the Advisor Portal, you can utilize workflows to assign tasks to clients and streamline your planning processes. Workflows are made up of Steps, which are made up of individual Tasks.
By clicking into an active workflow, and then into a specific step, you are able to view and complete the tasks within that step. To mark a particular task complete, check the box to the left of that step, and then click the Complete button:
