Create Checklist Templates, Create Tasks, Apply Task Reminders

On your dashboard, on the left hand side bar, there is the checklists section. Click on checklist and then click on templates. .

Select "Add New" and give your new checklist a name.

Scroll to the bottom of the page and find your new Checklist.

Click "add new task" and start adding the various tasks for this checklist

When creating a task under your checklist, click "add new task" and add a title and a description.

*Optional* You will notice that you can add a trigger, a time period for the trigger in the 'select type' drop down field and how many of the days, weeks or months you want the time period to stand for in the 'enter number' field.

If you select to use the triggers , this action will automate tasks once they are added to a trip that has a date on it.

When toggled ON, task reminders send the assigned advisor an email as the task’s due date approaches. When toggled OFF, the task will only appear on the dashboard and trip as a visual reminder.

While in the Trip Planner, go to bar on the left hand side and click on "+ Template", select the checklist that you want and then press "import" at the bottom. You will now see your checklist with the tasks on the left hand bar.

You can now create tasks and attach them directly to a client profile.

Each profile now includes a Tasks tab where you can view and manage tasks associated with that client, keeping important follow-ups and client-related to-dos organized in one place.

Need to track a task that isn't tied to a specific trip or client?

Navigate to the Checklist section and create a task that isn't attached to a trip or profile.

Both Profile Tasks and General Agency Tasks will appear on your dashboard alongside your trip tasks, giving you a centralized view of what needs to get done.

With these new options, you can keep your tasks organized by trip, client profile, or agency activity all within PlanitEasy!

There are two options when assigning tasks to different advisors.

Option 1: While in Trip Planner, go to the left hand side bar and click onto the edit "pencil" icon of the task. This will open the task at which point you can add the date you want the task to be completed on and you can assign the adviser you want to complete it.

Option 2: From the dashboard, under tasks, you can see all the tasks that you have set dates to. Select the task that has nobody assigned to and click onto the action wheel on the right and select 'edit task'. Then you select the advisor and press save.

When toggled ON, task reminders send the assigned advisor an email as the task’s due date approaches. When toggled OFF, the task will only appear on the dashboard and trip as a visual reminder.

Go to your 'My account' page and on the left hand tool bar, scroll down to 'Task Default Reminder settings'. There you can add how many email reminders you want based on different time periods before the task is due.

After you set up your reminders, while still in the 'My account' page, scroll down on the left hand tool bar and select 'Notification Settings'. Here you can turn on the reminder settings you have created.