Tasks turn plans into action. This section explains what each task means, what to do next, and how progress moves forward inside Rask.
What are Tasks?
Tasks represent specific, actionable steps required to reach your goals. They are managed from the Tasks dashboard.
Types of Tasks you’ll see
- Client Actions: Things we need from you, such as “Sign SOA” or “Upload latest payslip.”
- Adviser Milestones: Steps your adviser is taking behind the scenes, like “Drafting Strategy” or “Reviewing Insurance.”
- Recurring Tasks: Regular check-ins or maintenance steps to keep your plan on track.
How Tasks help you
- Accountability: See exactly what needs to be done and by when.
- Transparency: Know exactly what your adviser is working on at any given time.
- Momentum: Breaking a complex financial plan into small tasks makes it much easier to achieve.
Start here
Tips for staying on track
- Check your Briefing: Your Morning Briefing will always highlight your most urgent tasks.
- Comment for help: If you’re unsure how to complete a task, leave a comment on the task page for your adviser.