AdviserLogic offers a powerful and flexible way to manage your fields by allowing you to create categories.

Categories are a way to group fields based on a common theme or purpose. They help streamline workflows by enabling users to structure and access data more efficiently. Categories ensure that information is logically organised, making it easier to find, manage, and utilise essential details across the platform.

Categories play a crucial role in classifying various fields across different modules. Properly setting up and managing these categories ensures a streamlined and efficient workflow, making it easier to organise and access essential information.

Log in to your AdviserLogic account and go to Tools > Administrative Tools > Practice Management > Categories.

A window will open, displaying fields for which categories can be created. These fields relate to different modules within AdviserLogic, providing a comprehensive overview of the classification options available.

The functionality for category creation is consistent across all listed modules, with a few additional options available for certain categories. These options can be accessed by selecting the Edit button next to the category name in the Categories menu. This uniformity ensures a seamless experience when classifying and managing fields within AdviserLogic.

Creating categories in AdviserLogic is a simple process. Follow these steps to get started:

To create a Category go to Tools > Categories > Choose the module to create a category from the left menu panel.

Once you have created the categories needed to operate your AdviserLogic optimally, you may want to change the order in which categories appear in a particular module.

This can be done in two ways:

Client Categories in AdviserLogic are classifications used to group clients based on shared characteristics, preferences, or criteria. These categories allow you to segment your client base effectively, making it easier to tailor services, manage communication, and streamline reporting. By using client categories, you can organise clients in a way that supports personalised financial advice and efficient practice management.

Use the Clients option to create Client Categories used in Fact Find.

Log in to your AdviserLogic account and go to Tools > Administrative Tools > Practice Management > Categories.

A window will open, displaying fields for which categories can be created. These fields relate to different modules within AdviserLogic, providing a comprehensive overview of the classification options available.

Select Client from the left menu. A new window will show on the right side showing the existing categories.

To add a new category, select Add from the top right of the screen and enter the new Category Name in the empty field at the bottom of the window, then Save.

You can select additional options by checking the boxes and then saving your changes.

Once saved, a confirmation notification will show just above the Save button, and the category will show within the Existing Categories list. The bottom left of the menu will show the section where the category can be found.

To Edit or Delete an existing Category, select it from the Existing Category list, apply changes, and Update or Delete as needed.

The category will now be accessible under Fact Find Internal > Additional Information > Client Categories.

The Category can also be added by selecting the <Add New> option from this location using an Admin Account.

File Note Categories in AdviserLogic are classifications used to organise and categorise file notes based on their purpose, content, or relevance. These categories help streamline record-keeping by ensuring that file notes are easy to locate and reference. By assigning categories to file notes, you can maintain a well-structured and searchable repository of client interactions, advice, or other important details, supporting compliance and efficient workflow management.

Log in to your AdviserLogic account and go to Tools > Administrative Tools > Practice Management > Categories.

A window will open, displaying fields for which categories can be created. These fields relate to different modules within AdviserLogic, providing a comprehensive overview of the classification options available.

Use the File Notes option to create Categories used in File Notes

Select File Notes from the left menu. A new window will show on the right side, showing the existing categories.

To add a new category, select Add from the top right of the screen and enter the new Category Name in the empty field at the bottom of the window, then Save.

You can also choose from the additional options by ticking them and saving.

Once saved, a confirmation notification will show just above the Save button on the left of the window, and the category will show within the Existing Categories list. The bottom left of the menu will show the section where the category can be found.

To create a template for the Attach File Note Template option, select the checkbox for this option.

A template section will open below the Existing Category List where you can use the presets to create a template that will attach to File Notes allocated to this category. Save once the Template is complete.

The category will now be visible File Notes > Add.

The Category can also be added by selecting the <Add New> option from this location using an Admin Account.

To Edit or Delete an existing Category, select it from the Existing Category list, apply changes, and Save or Delete as needed.

Document Categories in AdviserLogic are classifications used to organise and manage documents based on their type, purpose, or content. These categories help streamline document storage and retrieval, making it easier for you to locate specific files when needed. By assigning categories to documents, you can maintain a well-organised system that supports efficient workflow, compliance, and effective management of client and business records.

Log in to your AdviserLogic account and go to Tools > Administrative Tools > Practice Management > Categories.

A window will open, displaying fields for which categories can be created. These fields relate to different modules within AdviserLogic, providing a comprehensive overview of the classification options available.

Use the Documents option to create Categories used in Document Vault.

Select Documents from the left menu. A new window will show on the right side showing the existing categories.

To add a new category, select Add from the top right of the screen and enter the new Category Name in the empty field at the bottom of the window, then Save.

You can also choose from the additional options by ticking them before saving.

Once saved, a confirmation notification will show just above the Save button, and the category will show within the Existing Categories list. The bottom left of the menu will show the section where the category can be found.

After adding the categories, you can Create Subcategories within these categories by selecting Add. Once you have entered the subcategory name, select Save.

These categories can also be created within the Document Vault while uploading and updating a document from the client’s Document Vault or Adviser Documents and in Tools > Adviser Documents, provided you have Admin Access.

To Edit or Delete an existing Category, select it from the Existing Category list, apply changes, and Update or Delete as needed.

Appointment Categories in AdviserLogic are classifications used to organise and categorise appointments based on their purpose, type, or nature. These categories make it easier for you to track, manage, and schedule appointments effectively. By assigning categories to appointments, you can streamline your calendar, ensure clarity in client interactions, and maintain an organised approach to managing meetings and events.

Log in to your AdviserLogic account and go to Tools > Administrative Tools > Practice Management > Categories.

A window will open, displaying fields for which categories can be created. These fields relate to different modules within AdviserLogic, providing a comprehensive overview of the classification options available.

Use the Appointments option to create Categories for the Diary module.

Select Appointments from the left menu. A new window will show on the right side showing the existing categories.

To add a new category, select Add from the top right of the screen and enter the new Category Name in the empty field at the bottom of the window, then Save.

Once saved, a confirmation notification will show just above the Save button to the left of the window, and the category will show within the Existing Categories list. The bottom left of the menu will show the section where the category can be found.

To Edit or Delete an existing Category, select it from the Existing Category list, apply changes, and Save or Delete as needed.

You can also choose from the additional option by ticking it and saving.

To change the Colour assigned to the appointment, select the saved category, choose the identifying colour from the colour drop-down menu and Save.

The created category will be available in the Diary section as a Label.

The colour assigned will show once the appointment has been saved.

Workflow Categories in AdviserLogic are classifications used to organise and manage workflows based on their type, purpose, or the processes they represent. These categories help you streamline task management by grouping related workflows together, making it easier to track progress, delegate tasks, and ensure consistency in your processes. By assigning categories to workflows, you can maintain an organised system that supports efficient operations and enhances overall productivity.

Use the Workflows option to create Categories used in Workflows.

Log in to your AdviserLogic account and go to Tools > Administrative Tools > Practice Management > Categories.

A window will open, displaying fields for which categories can be created. These fields relate to different modules within AdviserLogic, providing a comprehensive overview of the classification options available.

Select Workflows from the left menu. A new window will show on the right side showing the existing categories.

To add a new category, select Add from the top right of the screen and enter the new Category Name in the empty field at the bottom of the window, then Save.

Once saved, a confirmation notification will show just above the Save button, and the category will show within the Existing Categories list. The bottom left of the menu will show the section where the category can be found.

You can also choose from the additional option by ticking it before saving.

The category will be available in the Tasks section as a Category when adding or managing workflows.

To Edit or Delete an existing Category, select it from the Existing Category list, apply changes, and Save or Delete as needed.

Fund Type Categories in AdviserLogic are classifications used to group and manage different types of funds based on their characteristics or purpose. These categories help you organise and streamline fund-related data, making it easier to identify, compare, and manage various fund types within your system. By categorising funds effectively, you can enhance reporting, simplify fund selection, and ensure accurate documentation for compliance and analysis.

Use the Fund Types option to create Categories used in Tools > Approved Product List (APL).

Log in to your AdviserLogic account and go to Tools > Administrative Tools > Practice Management > Categories.

A window will open, displaying fields for which categories can be created. These fields relate to different modules within AdviserLogic, providing a comprehensive overview of the classification options available.

Select Fund Types from the left menu. A new window will show on the right side showing the existing categories.

To add a new category, select Add from the top right of the screen and enter the new Category Name in the empty field at the bottom of the window, then Save.

Once saved, a confirmation notification will show just above the Save button, and the category will show within the Existing Categories list. The bottom left of the menu will show the section where the category can be found.

You can also choose from the additional option by ticking it before saving.

The category will be available in the Approved Product List in Tools > Product Setup > Approved Product List (APL) section as a Category when setting up approved products.

This can also be accessed in Assets/Liabilities when adding Platforms.

To Edit or Delete an existing Category, select it from the Existing Category list, apply changes, and Save or Delete as needed.

Rating House Categories in AdviserLogic are classifications used to group and organise ratings provided by independent research houses. These categories help you streamline the management of investment ratings, making it easier to compare, analyse, and apply ratings to client portfolios or investment recommendations. By categorising rating houses effectively, you can enhance reporting, improve decision-making, and maintain consistency in your advice processes.

Use the Rating Houses option to create Categories used in Tools > Approved Product List (APL).

Log in to your AdviserLogic account and go to Tools > Administrative Tools > Practice Management > Categories.

A window will open, displaying fields for which categories can be created. These fields relate to different modules within AdviserLogic, providing a comprehensive overview of the classification options available.

Select Rating Houses from the left menu. A new window will show on the right side showing the existing categories.

To add a new category, select Add from the top right of the screen and enter the new Category Name in the empty field at the bottom of the window, then Save.

Once saved, a confirmation notification will show just above the Save button, and the category will show within the Existing Categories list. The bottom left of the menu will show the section where the category can be found.

You can also choose from the additional option by ticking it before saving.

The category will be available in Tools > Approved Product List (APL).

This category can also be seen in the Assets/Liabilities > Add > Managed Fund > Approved Product List option.

To Edit or Delete an existing Category, select it from the Existing Category list, apply changes, and Save or Delete as needed.

Adviser Categories in AdviserLogic are classifications used to group and organise advisers based on specific attributes, roles, or areas of focus. These categories are essential for assigning adviser roles within workflow setups, ensuring tasks and responsibilities are allocated efficiently. By categorising advisers effectively, you can streamline team management, enhance reporting, and maintain a well-structured approach to managing your practice.

Use the Advisers option to create Adviser Roles used in Workflow Setup.

Log in to your AdviserLogic account and go to Tools > Administrative Tools > Practice Management > Categories.

A window will open, displaying fields for which categories can be created. These fields relate to different modules within AdviserLogic, providing a comprehensive overview of the classification options available.

Select Advisers from the left menu. A new window will show on the right side showing the existing categories.

To add a new category, select Add from the top right of the screen and enter the new Category - Role Name in the empty field at the bottom of the window, add a description and Save.

You can also choose from the additional options by ticking Hide before saving or selecting from the Existing Roles to allocate a supervisor to the role you are creating.

Once saved, a confirmation notification will show just above the Save button, and the category will show within the Existing Categories list. The bottom left of the menu will show the section where the category can be found.

The category will be available in Tools > Practice Management > Workflow setup.

You can also add this category from the Workflow Setup module > Role Drop-down by selecting <Add New> from an Admin account.

To Edit or Delete an existing Category, select it from the Existing Category list, apply changes, and Save or Delete as needed.

Task Categories in AdviserLogic are classifications used to organise and group tasks based on their type, purpose, or priority. These categories help streamline task management, making it easier to track progress, assign responsibilities, and prioritise work effectively. By using task categories, you can ensure a more organised workflow, enhance team collaboration, and maintain clarity in task allocation and completion.

Use the Tasks option to create categories in the client's Tasks/Workflows module.

Log in to your AdviserLogic account and go to Tools > Administrative Tools > Practice Management > Categories.

A window will open, displaying fields for which categories can be created. These fields relate to different modules within AdviserLogic, providing a comprehensive overview of the classification options available.

Select Tasks from the left menu. A new window will show on the right side showing the existing categories.

To add a new category, select Add from the top right of the screen, enter the new Category in the empty field at the bottom of the window, and Save.

You can also choose from the additional options by ticking them before saving.

To create a template for the Add Template option, select the checkbox for this option. A template section will open below the Existing Category List where you can use the presets to create a template that will attach to Tasks allocated to this category.

Once saved, a confirmation notification will show just above the Save button, and the category will show within the Existing Categories list. The bottom left of the menu will show the section where the category can be found.

The category will be available in Tasks > Add Task > Task Type.

You can also add this category from the Tasks module > Type Drop-down by selecting <Add New> from an Admin account.

To Edit or Delete an existing Category, select it from the Existing Category list, apply changes, and Save or Delete as needed.

Titles Categories in AdviserLogic are classifications used to organise and standardise personal or professional titles, such as Mr, Mrs, Miss, or Dr. AdviserLogic includes these standard titles by default, but you can add additional titles to customise the selection available in the Fact Find. This flexibility ensures accurate and professional client records while catering to specific needs.

Use the Titles option to create categories in the Fact Find module.

Log in to your AdviserLogic account and go to Tools > Administrative Tools > Practice Management > Categories.

A window will open, displaying fields for which categories can be created. These fields relate to different modules within AdviserLogic, providing a comprehensive overview of the classification options available.

Select Titles from the left menu. A new window will show on the right side showing the existing categories.

To add a new category, select Add from the top right of the screen, enter the new Category in the empty field at the bottom of the window, and Save.

You can also choose the additional option by ticking Hide before saving.

Once saved, a confirmation notification will show just above the Save button, and the category will show within the Existing Categories list. The bottom left of the menu will show the section where the category can be found.

The Title category will be available in Fact Find > Personal > Basic > Title.

To Edit or Delete an existing Category, select it from the Existing Category list, apply changes, and Save or Delete as needed.

FSG Versions Categories in AdviserLogic are classifications used to organise and manage different versions of the Financial Services Guide (FSG). These categories allow you to track, update, and assign the appropriate FSG version to clients, ensuring compliance with regulatory requirements. By maintaining a clear structure of FSG versions, you can streamline document management and ensure clients receive the correct version tailored to their needs.

Use the FSG Versions option to create FSG (Financial Services Guide) Versions used in Fact Find.

Log in to your AdviserLogic account and go to Tools > Administrative Tools > Practice Management > Categories.

A window will open, displaying fields for which categories can be created. These fields relate to different modules within AdviserLogic, providing a comprehensive overview of the classification options available.

Select FSG Versions from the left menu. A new window will show on the right side showing the existing categories.

To add a new category, select Add from the top right of the screen, enter the new Category in the empty field at the bottom of the window, and Save.

You can also choose from the additional options by ticking them before saving this category.

Once saved, a confirmation notification will show just above the Save button, and the category will show within the Existing Categories list. The bottom left of the menu will show the section where the category can be found.

The category will be available in Fact Find > Basic Information > FSG Version.

To Edit or Delete an existing Category, select it from the Existing Category list, apply changes, and Save or Delete as needed.

Service Level Categories in AdviserLogic are classifications used to define and organise the different levels of service provided to clients. These categories help you manage client expectations by outlining specific services, engagement frequency, and other key deliverables tied to each service level. By categorising service levels effectively, you can streamline client management, ensure consistency, and tailor your offerings to meet various client needs.

Use the FOFA Service Level option to create Categories used in the Compliance module.

Log in to your AdviserLogic account and go to Tools > Administrative Tools > Practice Management > Categories.

A window will open, displaying fields for which categories can be created. These fields relate to different modules within AdviserLogic, providing a comprehensive overview of the classification options available.

Select FOFA Service Level from the left menu. A new window will show on the right side showing the existing categories.

To add a new category, select Add from the top right of the screen enter the new Category in the empty field at the bottom of the window, and Save.

Once saved, a confirmation notification will show, and the category will show within the Existing Categories list. The bottom left of the menu will show the section where the category can be found.

An Add button will now appear on the bottom right corner allowing you to add specific services included in the Service Level.

To add Services to your service level, select Add, enter the new Service in the Description field, add an Extended Description and Save.

The services will be displayed in the list under the service level category.

The category will be available in Compliance > Service Level

To Edit an existing Service Level category or sub-category, select it from the list, make the necessary changes, and Save the modifications.

It is not currently possible to delete a Service Level category, but you can delete a subcategory.

To remove a service level without deleting it, you can choose from the additional options by ticking Hide before saving.

Expense Categories in AdviserLogic are classifications used to organise and group expenses based on their type or purpose. These categories help you track and manage client or business expenses efficiently, making it easier to analyse spending patterns, prepare budgets, and generate accurate financial reports. By using expense categories, you can streamline financial management and maintain a clear record of all expense-related data.

Use the Expense option to create Categories used in the Fact Find > Expenses module.

Log in to your AdviserLogic account and go to Tools > Administrative Tools > Practice Management > Categories.

A window will open, displaying fields for which categories can be created. These fields relate to different modules within AdviserLogic, providing a comprehensive overview of the classification options available.

Select Expense from the left menu. A new window will show on the right side showing the existing categories.

To add a new category, select Add from the top right of the screen enter the new Category in the empty field at the bottom of the window, and Save.

Once saved, a confirmation notification will show, and the category will show within the Existing Categories list. The bottom left of the menu will show the section where the category can be found.

An Add button will now appear on the bottom right corner, allowing you to add specific subcategories to the Expense.

To add Subcategories to your Expense Category, select Add, enter the new Expense Subcategory in the Name field, and Save.

The Subcategory will be displayed in the list under the Expense category.

You can also choose from the additional options by ticking Hide before saving.

The category will be available in Fact Find > Financial > Expenses

To Edit an existing Expense category or sub-category, select it from the list, make the necessary changes, and Save the modifications. Use the Delete button to delete the subcategory.

Income Categories in AdviserLogic are classifications used to organise and group different types of income sources. These categories make it easier to track and analyse income streams, whether for clients or business purposes. By categorising income effectively, you can streamline financial reporting, identify trends, and ensure accurate record-keeping for better financial planning and decision-making.

Use the Income option to create Categories used in the Fact Find > Income module.

Log in to your AdviserLogic account and go to Tools > Administrative Tools > Practice Management > Categories.

A window will open, displaying fields for which categories can be created. These fields relate to different modules within AdviserLogic, providing a comprehensive overview of the classification options available.

Select Income from the left menu. A new window will show on the right side showing the existing categories.

To add a new category, select Add from the top right of the screen enter the new Category in the empty field at the bottom of the window, and Save.

You can also choose from the additional options by ticking Hide before saving.

Once saved, a confirmation notification will show, and the category will display within the Existing Categories list. The bottom left of the menu will show the section where the category can be found.

An Add button will now appear on the bottom right corner allowing you to add specific subcategories to the Income.

To add Subcategories to your Income Category, select Add, enter the new Income Subcategory in the Name field, and Save.

The Subcategory will be displayed in the list under the Income category.

The category will be available in Fact Find > Financial > Income

To Edit an existing Expense category or sub-category, select it from the list, make the necessary changes, and Save the modifications. Use the Delete button to delete the subcategory.

Pools Categories in AdviserLogic are classifications used to organise task pools based on their purpose, team, or function. These categories help you streamline task assignment and management by grouping related tasks and aligning them with specific teams or workflows. By effectively categorising pools, you can improve collaboration, ensure efficient task distribution, and maintain a well-structured approach to managing shared responsibilities.

Use the Pools option to create categories in the Tasks/Workflows module.

In AdviserLogic, a Task Pool is a feature designed to efficiently manage tasks among multiple admin staff, ensuring that essential tasks are completed without relying on a specific individual.

A Task Pool is a shared collection of tasks that any admin staff member can access and complete.

This system is ideal for tasks that do not require a specific person to handle them, such as sending templated emails to clients.

Select Pools from the left menu. A new window will show on the right side showing the existing categories.

Log in to your AdviserLogic account and go to Tools > Administrative Tools > Practice Management > Categories.

A window will open, displaying fields for which categories can be created. These fields relate to different modules within AdviserLogic, providing a comprehensive overview of the classification options available.

To add a new category, select Add from the top right of the screen, enter the new Category in the empty field at the bottom of the window, and Save.

Once saved, a confirmation notification will show just above the Save button, and the category will show within the Existing Categories list. The bottom left of the menu will show the section where the category can be found.

You can also choose the additional option by ticking Hide before saving.

The Pools category will be available in Tasks/Workflows > Add/Manage > Assign To.

Once the Task Pool is set up admin staff members can monitor the Task Pool widget on their Adviser Home screen.

They can select tasks from the pool, assign them to themselves, and work on them.

This process ensures that tasks are continually moving forward without delay.

To Edit or Delete an existing Category, select it from the Existing Category list, apply changes, and Save or Delete as needed.

Workflow Stage Categories in AdviserLogic are classifications used to define and organise the various stages within a workflow. These categories help you track the progress of tasks, ensuring clarity and consistency in the workflow process. By categorising workflow stages effectively, you can streamline task management, enhance accountability, and ensure a smooth transition between different phases of a project or process.

Use the Workflow Stage option to create categories in Tools > Workflows Setup.

Log in to your AdviserLogic account and go to Tools > Administrative Tools > Practice Management > Categories.

A window will open, displaying fields for which categories can be created. These fields relate to different modules within AdviserLogic, providing a comprehensive overview of the classification options available.

Select Workflow Stage from the left menu. A new window with the existing categories will appear on the right.

To add a new category, select Add from the top right of the screen, enter the new Category in the empty field at the bottom of the window, and Save.

Once saved, a confirmation notification will show just above the Save button, and the category will show within the Existing Categories list. The bottom left of the menu will show the section where the category can be found.

You can also choose the additional option by ticking Hide before saving.

The Workflow Stage category will be available in Tools > Workflows Setup.

To Edit or Delete an existing Category, select it from the Existing Category list, apply changes, and Save or Delete as needed.

Templates Categories in AdviserLogic are classifications used to organise and manage templates based on their type, purpose, or function. These categories help you streamline the use of templates for documents, emails, or other client communications, ensuring quick access and consistency in your messaging.

Use the Templates option to rearrange Template categories in Reports > Templates.

Log in to your AdviserLogic account and go to Tools > Administrative Tools > Practice Management > Categories.

A window will open, displaying fields for which categories can be created. These fields relate to different modules within AdviserLogic, providing a comprehensive overview of the classification options available.

Select Templates from the left menu. A new window on the right side shows the existing template folders available.

You can rearrange the presentation of existing entries on the Reports screen by selecting, dragging, and dropping them. To change the default folder that opens when you enter the Reports section, drag the template to the top of the list.

How you arrange the Template folders in the categories section will be reflected in Reports > Templates.

Consultant Type Categories in AdviserLogic are classifications used to organise and group consultants based on their area of expertise, role, or function. These categories help streamline consultant management by clearly defining their responsibilities and aligning them with specific tasks or client needs. Consultants are assigned to clients in the Fact Find, ensuring their roles and interactions are accurately documented. By using consultant type categories, you can enhance collaboration, improve resource allocation, and maintain a structured approach to managing consultant engagements.

Use the Consultant Type option to create categories in Fact Find > Consultant.

Log in to your AdviserLogic account and go to Tools > Administrative Tools > Practice Management > Categories.

A window will open, displaying fields for which categories can be created. These fields relate to different modules within AdviserLogic, providing a comprehensive overview of the classification options available.

Select Consultant Type from the left menu. A new window will show on the right side showing the existing categories.

To add a new category, select Add from the top right of the screen, enter the new Category in the empty field at the bottom of the window, and Save.

Once saved, a confirmation notification will show just above the Save button, and the category will show within the Existing Categories list. The bottom left of the menu will show the section where the category can be found.

You can also choose the additional option by ticking Hide before saving.

To Edit or Delete an existing Category, select it from the Existing Category list, apply changes, and Save or Delete as needed.

Diary Location Categories in AdviserLogic are classifications used to organise and manage the locations associated with appointments and events in your diary. These categories help you streamline scheduling by providing predefined options for meeting venues, ensuring consistency and clarity in your calendar. By effectively using diary location categories, you can enhance appointment management, reduce scheduling errors, and maintain a well-organised diary system.

Use the Diary Locations option to create categories in the Diary module.

Log in to your AdviserLogic account and go to Tools > Administrative Tools > Practice Management > Categories.

A window will open, displaying fields for which categories can be created. These fields relate to different modules within AdviserLogic, providing a comprehensive overview of the classification options available.

Select Diary Locations from the left menu. A new window will show on the right side showing the existing categories.

To add a new category, select Add from the top right of the screen, enter the new Category in the empty field at the bottom of the window, and Save.

Once saved, a confirmation notification will show just above the Save button, and the category will show within the Existing Categories list. The bottom left of the menu will show the section where the category can be found.

You can also choose the additional option by ticking Hide before saving.

The Diary Location category can be found in Diary > Add > Location.

The new category can also be created by selecting the <Add Adhoc Location> option from this location from an Admin Account.

To Edit or Delete an existing Category, select it from the Existing Category list, apply changes, and Save or Delete as needed.

Task Waiting On Categories in AdviserLogic are classifications used to indicate dependencies or factors delaying the completion of a task. These categories help you track tasks awaiting action, information, or approval from specific individuals, teams, or external entities. Task Waiting On Categories, enhance task management, improve workflow visibility, and ensure accountability for outstanding items.

Use the Task Waiting On option to create categories in Tasks/Workflows.

Log in to your AdviserLogic account and go to Tools > Administrative Tools > Practice Management > Categories.

A window will open, displaying fields for which categories can be created. These fields relate to different modules within AdviserLogic, providing a comprehensive overview of the classification options available.

Select Task Waiting On from the left menu. A new window will show on the right side showing the existing categories.

To add a new category, select Add from the top right of the screen, enter the new Category in the empty field at the bottom of the window, and Save.

You can also choose the additional option by choosing Us or Third Party from the Category Type drop-down before saving.

Once saved, a confirmation notification will show just above the Save button, and the category will show within the Existing Categories list. The bottom left of the menu will show the section where the category can be found.

The Task Waiting On category can be found in Tasks > Add > Waiting On.

The new category can also be created by selecting the <Add New> option from this location from an Admin Account.

To Edit or Delete an existing Category, select it from the Existing Category list, apply changes, and Save or Delete as needed.

If you have issues seeing any of the created categories in their designated location, from an Admin account, please check that you have not saved the category with the Hide box selected.

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