Client meetings are fantastic for checking in, setting goals, and keeping your clients engaged with your advice. You have probably had a client walk away from an extraordinary meeting and promptly forget everything you just talked about! It can slow down the success that you are most interested in.
RightCapital has you covered! Using Tasks helps keep the momentum rolling between client meetings - ensuring that your client's future is ready for life's ups and downs. Tasks can be created and assigned within the Dashboard > Tasks tab in each and every client plan:
Looking for the Consolidated Tasks List?
This article provides an overview of the client-specific Tasks tab, found within the Dashboard module of each client plan. For an overview of the consolidated tasks list in the Advisor Portal, click here.
Tasks can be a great way to keep clients engaged in the planning process and ensure they accomplish the agreed-upon tasks. To create a new task, click the Add Task button in the upper right. You can then choose whether to create a single task, or assign a pre-made task template:
When creating a single task, you will be asked for the description of the task in addition to other information like the due date, frequency, and priority. See below for a full overview of data entry inputs for new tasks.
Entry
Description
Due date
Select the date on which the task will be due. You can type out a date manually, or click the calendar icon to the far right and choose a date from the calendar.
Frequency
Determine if you would like this task to occur on a One Time or recurring basis. Recurring options include Monthly, Quarterly, Semi Annual, and Annual. When a recurring task is completed, the next occurence will be automatically scheduled.
Assign to
Choose one or more individuals to complete the task. Tasks can be assigned to the client/co-client, as well as advisors/assistants.
Priority
Assign the task a priority level. Click the exclamation point icon to toggle between priority levels. Options include High, Low, and None.
Visible to client
Decide whether the task will be visible on the client side. Click the eye icon to toggle between visible and not visible.
Task
Write the description for your task. Highlight a word within the text box to make a text format menu appear, allowing you add hyperlinks, numbered/bullet lists, and bold/italic text.
When adding a task template, the details of each task will have already been entered within the template itself. The only additional input is to determine the initial due date. Clicking Save in the lower right will assign all tasks within the template at once.
Looking for more on Task Templates?
To learn more about utilizing Task Templates in RightCapital, please feel free to reference the article below:
To mark a task complete, check the box to the far left of the task, and then click the Complete button that appears at the top of the page. You can complete multiple tasks at a time by checking multiple boxes. Once a task is marked complete it cannot be undone, so make sure you are completing the correct tasks before you click Confirm:
Invited clients are also able to mark tasks complete via the same steps within their Client Portal. However, clients can only complete tasks that are assigned to them. They will be unable to complete tasks that are assigned to an advisor or assistant. As the advisor, you can complete any task, regardless of the assignee.
Important Note on Planning Access
After inviting the client, be sure to give them access to the Tasks tab within their Planning Access checklist so that they can see and interact with their tasks!
After tasks have been completed, you can still view them via the dropdown menu in the upper right, next to the Add Task button. Use this menu to toggle between "Current" and "Completed" tasks.
To delete a task, check the box to the far left of the task, and then click the Delete button that appears at the top of the page. You can delete multiple tasks at a time by checking multiple boxes. Tasks that are deleted will not appear as "Completed" tasks after being removed.
If you need to make adjustments to an existing task, you can always click on the task itself to re-open the data entry drawer on the right side of your screen. This can be useful if you need to make updates to the due date, task description, or any other input after having already created the task:
You and your clients can choose to receive task notifications via email. These reminders can be sent when new tasks are assigned, when tasks are due soon, and when tasks are overdue. As the advisor, you can also choose to receive notifications when clients complete and update tasks. See below for an overview of advisor and client task notification settings.
There are several task-related notifications within the Notification Settings tab of the Notification Center. This area is where you can control the notifications you will receive as the advisor. The Notification Settings are accessible by clicking the Bell Icon in the upper right of your Advisor Portal:
You can choose to receive task notifications when clients complete and update tasks, when tasks are assigned to you, as well as when those tasks are upcoming and overdue. For each event, you can choose whether to receive the notifications within RightCapital's Notification Center, within your Daily Report Email, or both. See the screenshot below for all task-related notifications that you can opt into as the advisor:
Similarly, clients can control their own task notifications by logging into their Client Portal, and navigating to the Gear Icon> Notifications tab:
Please note that while you cannot change the notification settings on behalf of an existing client, you can determine the default notification settings for all new clients within the Client Settings > Notifications tab of your Advisor Portal.
Looking for more on Notifications?
To read more about the advisor notification center and client notification settings, please feel free to reference the articles below:
You and your clients can toggle between the original Table view, and an alternate Board view, using the icon to the right of the Tasks header:
The Board view visually organizes overdue tasks, tasks due this week, future tasks, and completed tasks from left to right, all on one screen. Each card represents a task, and displays details such as the task description, due date, assignee, client visibility and task priority:
Tasks can be marked complete via the same method as the table view (checking the box and clicking Complete), or by dragging and dropping a task into the 'Completed' column to the far right. You can toggle back and forth between the Table and Board views at any time, and your most recent selection will be saved for the next time you log in.
Which layout should I use?
Although it is mostly a visual preference, each layout does have its practical benefits. The board view allows you to see current and completed tasks at the same time, while the table view is able to display more tasks on screen than the board view. Feel free to toggle back and forth depending on your needs!
Advisors can grant clients access to add/edit tasks by visiting the Advisor Portal > Client Settings > Permissions tab. Your Client Settings tab may be located in the Advisor Portal > °°° More Menu, depending on your specific account setup.
Once there, check off the "Allow client to add/edit tasks" setting. This is a global setting and will apply to all clients. Clients can only edit tasks they have created, not tasks that advisors have entered.
Please note that this setting is checked by default. Unchecking this setting will prevent clients from adding tasks of their own. They will still be able to mark tasks complete that are assigned to them.
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