Advice team workflows
Make the next step visible to your team
Advice work continues between meetings. Keep responsibilities and progress visible so the next person knows what needs attention.
How the work fits together
Define the work
Create a task with a clear description, priority and due date. Add subtasks when the work needs a checklist, and associate it with the relevant client.
Assign responsibility
Choose the team members responsible for the task. Make the expected next step explicit so the administrator, paraplanner and adviser can coordinate their contributions.
Follow progress on a board
Use workflow boards, lists and cards to organise a repeated process. Reusable workflow templates provide a starting structure for the work.
Keep completion visible
Update task status as work moves forward and record completion. Filter tasks by client, assignee, status or priority to focus on the work that needs attention.
What your team works with
- Tasks with an owner and due date
- Reusable workflow structures
- A shared view of progress
Illustrative example
A day in an advice practice
An adviser asks for additional information after a meeting. The administrator gathers the documents, the paraplanner reviews the material and the adviser considers the next advice step. Assigned tasks and board updates show each person's contribution.
Questions about this workflow
Can tasks be associated with a client?
Yes. Tasks can record an assigned client, alongside assignees, priority, status and subtasks.
Can we reuse a workflow?
Workflow templates provide a reusable structure for boards. Confirm the setup for your team's process during a walkthrough.
Get started
Explore advice team workflows in a demo
Walk through client records, lead onboarding, workflow boards, modelling and the client portal with someone who knows Australian advice practices.