Use Client To-Do to track follow-up work for one household. These tasks are optional and do not prevent you from completing the Evaluation or opening Financial Insights.
Add a To-Do
Open the client from Search Clients or Last 5 Clients Updated.
Find Client To-Do on the Client Dashboard.
Select the add control.
Enter the task.
Save it. The task appears in the client's To-Do list.
Review or complete a To-Do
Open Client To-Do for the client.
Select the task you want to update.
Edit the task if needed, or use the completion control when the work is done.
Client To-Dos are follow-up tasks that you add. They are separate from Planworth notices and client activity shown elsewhere in the workspace.
Common issues
Client To-Do is not visible. Open the client first and check the Client Dashboard. Contact Planworth Support if the option is still unavailable.
A change does not appear. Refresh the page. If the task remains unchanged, contact Planworth Support and include the task text and client name.