Assignable To-do's
Empower your clients by helping them delegate Trustworthy "to-do's" to their trusted circle and professional advisors through the Family Operating System®.
By assigning tasks to both family members and trusted professionals, your clients can supercharge collaboration and transparency all from within the Family Operating System®. To take this a step further, collaborators can also assign tasks to your client or other team members, making the Family Operating System® the ultimate hub for collaborative family information management.
How to Assign To-Dos in "Your Assigned Items"
Go to the “Your Assigned Items" section on the dashboard. This shows to-dos assigned directly to you. If you wish to assign them to a different collaborator, click on the “profile photo”.
Select an existing collaborator or invite a new collaborator to your Family Operating System®.
How to Assign To-Dos in Category Pages
Click into any category page.
Click on the recommended items badge at the top of the page.
In the drawer that opens on the right, you can navigate through Recommended items assigned to you, to other, or unassigned.
Click on the "profile photo" on any to-do and assign it to a collaborator.
Once a task is assigned, each collaborator will receive a notification, and your client will get notified when the task is completed.
If you’re working with an existing collaborator, the collaborator will see their assigned to-dos at the top of their dashboard.
If you invite a new collaborator, they’ll see their assigned to-dos as soon as they accept their email invitation and log in. There's no limit to how many collaborators you can have.
Rest easy knowing that collaborators will only see the to-dos in the categories to which they have been given access — Family IDs, Finance, Property, etc. Update collaborators’ access using “Manage access” if your client needs to make changes to the scope of their role in the Family Operating System®.