Introducing Assignable To-dos
January 6, 2022
Assigning to-dos to your family and trusted professionals supercharges collaboration and transparency within your Family Operating System.
We’re thrilled to announce that we can now give you more control over how you and your family collaborate with and update the Family Operating System® - Assignable To-dos.
Our latest update lets you assign any Trustworthy to-do to your trusted circle and professional advisors for completion. Each collaborator receives a notification when the task is assigned and you receive a notification when a task is completed.
These collaborators can also assign you (or other collaborators) a to-do to complete, making the Family Operating System® the most collaborative family information management system available.
How does it work in 3 simple steps?
Tap on the “⋮” next to any to-do in Trustworthy
Select an existing collaborator or invite a new collaborator to your Family Operating System®
The to-do is assigned and your collaborator is notified that they have a new to-do
Working with your existing collaborators? Your collaborators will see all of their assigned to-dos at the top of the list and can dive right in.
Invited a new collaborator? Once a collaborator accepts their invitation, their assigned to-dos will be ready and waiting at the top of their todo list.
Rest easy knowing that your collaborators will only see the to-dos in the categories to which they have been given access - Family IDs, Money, Property, etc. You can always update your collaborators’ access using “Manage access” if you need to make changes to the scope of their role in the Family Operating System®.