Task Templates - RightCapital Help Center

Tasks Templates

Within the Dashboard > Tasks tab of each client plan, you can create and assign tasks to keep your clients on track toward achieving their goals. While you can always create one task at a time, you can also create Task Templates. These templates allow you to curate a sequential set of multiple tasks, and assign them all at once within a client plan.

Create a Task Template

To create a task template, navigate to the Advisor Portal > Templates > Tasks tab. Your Templates tab may be located within the "..." More Menu, depending on your specific account setup.

Once here, click the blue Add Template button to create a new template. You can rename the template by clicking the '...' icon:

To begin adding tasks to your template, click the 'Add Task' button to the far right. This will open a drawer on the right of your screen, allowing you to enter the task details:

Entry	Description
Due date	Select the date on which the task will be due. The due date for the task will be the "initial due date" (the day you assign the template), + the number of days you select.
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.

After filling out all of the information, click Save in the lower right. This will add the task to the template. You can rinse and repeat this process to add as many tasks as you'd like. Each time you add and save a new task, the entire template will be saved and updated:

Modify a Task Template

After being saved, templates can be modified within the Advisor Portal > Templates > Task tab. In this area, you will find a dropdown menu in the upper left to select specific templates and make any necessary modifications:

Templates can be renamed, copied, and deleted by clicking the '...' icon to the right of the template name. Be sure to click Save after making any changes.

Apply a Task Template

Task templates can be applied within two areas: the Consolidated Task List in the Advisor Portal, and the Dashboard > Tasks tab within each client plan.

If you have RightFlows enabled for your account, the consolidated task list in the Advisor Portal will be located within the RightFlows module:

The process of adding a task template in both locations is the same. After clicking the Add Task button in the upper right of the page, hover your mouse over Task Template. All of your templates will appear as options; if you have many templates, you can use the search bar at the top to find a specific one by name:

After choosing a template, a drawer will open on the right side of your screen allowing you to finalize the details. If you are assigning the template within a specific client's plan, you will only need to specify the due date.

If you are assigning the template within the advisor portal, you will also need to choose one or more clients / client groups as the assignee. Click Save in the lower right to finish assigning your template:

Once task templates are assigned to a client, the tasks are no longer connected to the original template in any way. You can make any changes you'd like to the assigned tasks, without impacting the template itself.

Looking for more on Tasks?

To read more about managing tasks within RightCapital, please feel free to reference the articles below: