Tasks and process templates
One list of what you owe and what you are waiting on: tasks from email, tasks handed to a teammate, repeating tasks, whole processes in one click, and tasks for the client.
Tasks and reminders in the sidebar is one list: tasks you own and tasks a colleague handed to you, each row saying which. Overdue first, then today, then later.
Adding a task
- Quick add: type in the field at the top of the list and press Enter. It is filed for today.
- New task: a title, a person, a due date, a priority, a type, and an optional queue.
- From an email: Convert to task in Inbox. The email goes with the task, so whoever does it can read it without your mailbox.
- From a meeting: the follow-up turns your action items into tasks.
- On their own: when an email you send promises to get back to someone ("I'll get back to you", "let me look into it"), a follow-up task appears, due three business days later. It reads English phrasing only, for now. When you reply to someone, an open "reply to this person" task for them closes itself.
Types and actions
Tasks have a type, such as call, email, meeting request, withdrawal, deposit, transfer or open account, and the list filters by type. A task that came from an email carries its action as a button on the row: open the right request form already filled in, draft the reply, or go where the work is.
Handing work over
Assign to gives a task, and the email behind it, to a colleague: an advisor, the firm owner, admin support or a sales seat. They get an alert; you keep the client. The email leaves your inbox and is filed in Archived, with Put the email back right after if you change your mind.
Repeating tasks
Set Repeats to weekly, monthly, quarterly or annually on the row's editor. The next one is created the moment you complete this one. A task due on the 31st that repeats monthly lands on the last day of shorter months.
Queues and working a list
Give tasks a queue name ("US firms follow-ups") and the queues show as pills at the top. Start 12 tasks walks whatever the list currently shows, one at a time: Complete, Skip or Snooze to tomorrow, with a counter. Esc exits; your progress is already saved.
Select several rows to mark them done together (with Undo) or delete them.
Process templates
A template is a whole process: every step with its type, who does it and how many days after the previous step it falls.
- Templates on the Tasks toolbar: pick a template, pick a client or prospect, pick a start date, Apply. The first step lands on the right person's list with its due date; each next step arrives when the one before it is completed (or cancelled), due the set number of days later. A step marked Runs alongside lands at once with the first. The client record shows how far along the process is.
- Applying the same template twice is allowed; WealthY tells you when it was last applied and how many steps are still open.
- Who does a step: the client's advisor, whoever applied it, the firm owner, or a named person. If that person is not at the firm, the step stays with you, and you are told.
The firm owner manages templates under Operations > Task templates. Add the starter library adds six common processes in the firm's language: new client onboarding, annual review, transfer in, account opening follow-through, death of a client, prospect to client handoff. Edit them, duplicate them, or write your own. Delays are calendar days; weekends count.
Tasks for the client
On a new task, pick a client and tick For the client to do. It lands on the client's To do list in their portal with its due date. They tick it off; you see it done, shown as "With" the client on your own list. Items the client agreed to in a meeting land there too when you open the follow-up.