The Task Express Module helps you stay connected and keep prospects moving forward. Assign clear, actionable items between meetings to reinforce your value and maintain momentum.
Step 1: Add Family Information
1
Client: Enter name, date of birth, planning horizon, and resident state for the client.
2
Co-client: The Co-client card, pre-filled by default, has the same fields except for the resident state. Click it to enter the second client’s info.
3
Add additional participants: To add more household members, click the blue 'Add Participant' button in the top right to include children, grandchildren, or others.
Auto-populate
If the client is invited or has access to multiple modules, Step 1 will automatically populate with any information they’ve already entered.
Step 2: Tasks
- Use the ➕ Add Task button to create a task with a due date, frequency, priority, and description.
Mark tasks as complete, edit, or delete them as needed.
