Checklists and how to use them

*This is an Admin-only feature. If you are not your firms Admin, you will need to request your firm's Admin undertake this*

If you navigate to Admin Portal> Settings> Case Checklists, you'll be able to checklists which all of your staff can use. Checklists can be used to organise and implement workflows which you or your colleagues do for multiple different clients, and always require the same steps. An example might be the steps you need to take when onboarding a new client, shown in the screenshot below.

You can customise these checklists so that each of the steps is automatically assigned to the relevant member of staff automatically (this can also be changed once the checklist has been used). Additionally, you can set the expected due date for each task in the checklist.

Once you've completed the list, click "Save" at the bottom. 

Now that the Checklist is complete, if you navigate to Adviser Portal> Select a Client> Plan> Cases and create (or select) a case. From here, click "Choose a Checklist" in the top right, and select the related checklist and hit save. 

Once this is done, you'll see an option to "Create task for this checklist". This will automatically create tasks for this case based on the steps in checklist. Click on this, and confirm, and you'll be automatically taken to the Case Tasks submenu with the steps from the checklist created as tasks. 

From here, if you click the pencil icon on the right, you can assign a due date to the task, and assign the subtasks to other members of your firm (if applicable). You (or your colleagues) can also change the subtasks status and due date.