Create and Assign a Goal-Setting Task:
Step 1: Access the Tasks Feature
1. Navigate to the Status and Task button on your Adviser Home Page.
Step 2: Create a New Task
1. Click on Create Task to initiate the process.
Step 3: Define Task Details
1. Task Name: Give the task a clear and concise name, such as Set SMART Financial Goals.
2. Task Type: Select Question to indicate that you're seeking input from your client.
3. Description: Provide detailed instructions on setting SMART goals. Include examples and explain the importance of each component (Specific, Measurable, Achievable, Relevant, Time-bound).
Step 3: Assign the Task
1. Choose the correct client as the task owner.
2. Set the priority based on the urgency or importance of the goal-setting process.
3. If necessary, attach a guide or template to provide additional resources.
4. Save as a Template (Optional). If you plan to use this task for multiple clients, consider saving it as a template for future use.
Step 4: Send to Client
1. Once you're satisfied with the task details, click Send to Client. The client will receive an email notification with instructions on how to complete the task.