Creating and Assigning SMART Goal Tasks for Clients

Creating and Assigning SMART Goal Tasks for Clients

Creating SMART financial goals is an essential part of helping clients achieve their financial objectives. This guide will walk you through using the Adviser Portal's task feature to create and assign SMART goals to your clients.






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.


Need more help?
For questions or clarifications on using the task feature for SMART goal setting, you may send us a message at support@advicerevolution.com.au. Alternatively, if you want to book a 20 to 30-minute Get Help discussion with our team, kindly use this calendar to book the session.


Published on July 31, 2024
Version 1.1


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