So you’ve got a “To-do” list appearing in your Rask app? These are Tasks, and they are the engine room of your financial progress. You can manage them all from the Tasks dashboard.
What are Tasks?
Tasks are specific actions required to move your financial plan forward. They might be for you (e.g., “Upload your latest tax return”) or for your adviser (e.g., “Review insurance quotes”).
How to complete a task
- Navigate to Tasks.
- Click on a task to see the full details and any instructions from your adviser.
- Once you’ve done the work, click the Mark as Complete button.
- Your adviser will be notified automatically, and the task will move to your “Completed” list.
Task Types
- Adviser Checklists: Standard steps your adviser follows during a review.
- Client Actions: Things we need from you to keep things moving.
- Milestones: Major achievements in your financial journey.
Tips for staying on track
- Due Dates: Keep an eye on the dates. Some tasks (like insurance applications) are time-sensitive.
- Comments: If you’re stuck on a task, leave a comment directly on the task page so your adviser can help.
- Notifications: Ensure your Notification preferences are set to alert you when new tasks are assigned.