Getting to Know How Task Notification Works

Getting to Know How Task Notification Works


Streamline the collaboration between you and your clients, with improved communication and visibility through the real-time task notifications.



When You'll Receive Notifications:


1. Task Assignment or Reassignment: Clients now automatically receive email notifications whenever advisers assign or reassign them a task, keeping them informed of their responsibilities

2. Task Completion or Modification: Advisers will also be notified when a client has completed or changed a task, allowing for better tracking and support.

Enhanced Organization

The Active To-Do’s of clients are now conveniently sorted by due date, enabling advisers to easily prioritize and follow up on outstanding tasks. This new feature improves client communication, enhances collaboration, and increases productivity in your advising process.

Benefits of Task Notifications:

1. Improved Communication: Enhanced communication between the adviser and the client and ensures a smoother workflow.

2. Enhanced Collaboration: Real-time updates facilitate better collaboration and teamwork.

3. Increased Productivity: By prioritizing tasks based on due dates, advisers and clients can optimize their time and increase productivity.

Need More Help?
For questions or clarifications about the notification features in the Advice Revolution Portal, you may message us at support@advicerevolution.com.au. Alternatively, if you want to book a 20 to 30-minute Zoom session with our team, kindly use this calendar to book the session.



Published on August 15, 2024
Version 1.1


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