Client Tasks

[Ayasha Jones]

It would be great to have an area on the client portal where we (Advisors) can enter/assign tasks to the client (or even a possible integration partner that could handle this type of feature). For example, action items that the client needs to do, etc. Would anyone else find this useful? Is there already a suggestion for this entered?

[Alexa Hansen]

Hi Ayasha!

While we don’t currently have an integration partner that can achieve what you’re looking for, we do have projects in for development of this feature within the Client Portal. I’ve added you as an interested advisor to them so that you can monitor the progress right here in Orion Social.

Please let me know if you have further questions!

Alexa

[Ayasha Jones]

Hi! Are there any updates to this project? At a bare minimum, if clients can edit tasks to mark them completed themselves, that would be helpful. We would love for this to be more interactive to allow clients to complete tasks we assign to them

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