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Overview
Quick Tasks is a handy feature within AdviserLogic that allows you to create and assign tasks to clients instantly — no matter what screen you're on.
Quick Tasks helps you take action quickly without disrupting your workflow. You can stay on track and ensure important activities are captured in real time, without needing to open the full client record.
This flexible tool enhances your workflow process, making it easier to manage day-to-day activities across your practice.
In this guide, you’ll learn how to create, manage, and access Quick Tasks to improve efficiency and deliver exceptional client service.
Access
To access the feature, navigate to the left menu panel and select Quick Tasks.
The Add Task window will open, allowing you to create and assign the task. Here, you can enter task details, set deadlines, assign a team member, and add checklist items to break the task into manageable steps.
Choose the client the task is to be linked to. | |
Enter a clear, descriptive name for the task. This will help you and your team easily identify the task. | |
Select the team member or Task Pool responsible for completing the task from the drop-down list. | |
| Optional field to link the task to any entities associated with the client. |
Select the type of task from the drop-down menu to help categorise and report on task activity. | |
Use this field if the task is dependent on another action or person before it can be completed. | |
Set the task start date. This indicates when the task should commence. | |
⏱ Time Estimate (Optional) | Hrs. / Min. fields allow you to estimate the time the task is to be started by or due in 24-hour time format. |
Set the due date and time for task completion. This helps manage deadlines and monitor progress. | |
🔄 Status | Shows the progress of the task - This field is greyed out in the task creation stage |
Record the actual time spent on the task (in minutes) for accurate tracking and reporting. This field is unavailable at the task creation stage | |
Add additional notes, context, or instructions related to the task. This field helps clarify task requirements. | |
Add a checklist of steps or sub-tasks by selecting Add Checklist. This helps break down tasks into manageable actions. | |
💾 Save | Once all details are completed, select Save to create the task. Fill all the required fields (Marked with a red Asterix *). We recommend you fill as many fields as possible despite these not being required. |
📌Note
Fields marked with a red asterisk are mandatory
👤 Client*
In the client field, start typing the client’s name and select them from the dropdown.
📌Note
Only the primary client can be selected from the client field.
To relate a task to an entity belonging to a client, use the Related To field.
📝 Task Name*
Enter a clear and specific task name that describes the action required.
💡Tip
Using consistent naming conventions will make tasks easier to search and track. This field is mandatory.
🙋 Assignee*
Select the team member or Task Pool responsible for completing the task from the drop-down menu. Assigning the task ensures the correct person receives notifications and is accountable for completing the task. This is a required field.
📌Note
A Task Pool in AdviserLogic is a useful feature designed to help manage tasks efficiently across your team. It acts as a shared collection of tasks that any authorised staff member can access and complete, promoting collaboration and flexibility.
👉 You can create a Task Pool by following the Task Pools Creation Instructions.
👉 To further enhance task management, each member of a Task Pool can create a Task Pools widget on their AdviserLogic home page. This allows them to:
View all unassigned or shared tasks
Select tasks to assign to themselves or other team members
Maintain visibility and accountability across the team
This collaborative approach helps you stay organised, reduce missed follow-ups, and manage workloads effectively.
🔗 Related To
Use the Related To field to link the task to an entity owned by the client, such as an SMSF, business, or super account.
📂 Task Type
Choose the appropriate task type from the drop-down list. Categorising tasks helps your team filter, sort, and report on activities efficiently.
📌Note
Create Task Types by following the Task Type Categories Creation Instructions. This helps you organise and categorise tasks for better tracking and reporting.
👉 Task Type Categories allow you to create templates linked to specific task types. When a Task Type with a template is assigned, the template content will automatically show in the Description section of the task for easy reference.
⏳ Waiting On
If the task is dependent on another action or is waiting on input, use this field to specify the dependency:
Us – The task is waiting on action from your practice.
Third-Party – The task is pending action from a provider or other external party.
Client – The client must complete an action before the task can proceed.
Recording these details helps manage dependencies, track progress, and avoid potential bottlenecks. This field is optional but recommended for better visibility.
📌Note
Additional Waiting On values can be created by following the Task Waiting On Category Instructions.
📅 Start On*
Select the date the task is scheduled to start using the calendar picker. By default, the task creation date is applied, but this can be adjusted as needed.
💡Tip
Setting the correct start date ensures the task appears accurately in dashboards and reports.
⏱ Start/Due Time (Hrs / Min)
Add the time the task is to be started / Due by in 24 hour format.
📅 Due By*
Set the due date by selecting the appropriate date from the calendar picker.
📌Note
This ensures the task is tracked against deadlines and appears in reminders. This is a required field.
🔄 Status
The task Status reflects the progress of the task. It defaults to In Progress when the task is created but can be updated as needed when editing or managing the task. Available status options include:
In Progress
Abandoned
Completed
Dormant
Updating the status helps track task progress and ensures accurate reporting.
📌Note
At the task creation stage, the Status field is greyed out and cannot be edited. You can update the status within the Task interface once the task has been saved.
⏲ Spent Time (Min.)
This field allows you to record the actual time spent on the task in minutes.
📌Note
This field is greyed out at the task creation stage however will become editable once the task has been saved via the Notes Button. This field is useful for time tracking and reviewing resource usage but is optional.
💬 Description
Use the Description field to add further context, instructions, or background information relevant to the task. Clear descriptions help the assignee understand expectations and requirements.
The Description field is a built-in text editor located at the bottom of the task creation window. It functions like a small word processor, allowing you to format text, add bullet points, insert tables, images, or links, and apply styles for clear and detailed task instructions. This helps capture important context and ensures the assignee has all the necessary information.
📌Note
You can pre-fill Description templates related to tasks by following the Task Category Creation Instructions. This helps ensure consistency and saves time when creating common task types.
☑ Checklist
If the task involves multiple steps, you can add checklist items by selecting Add Checklist. This helps break the task into smaller actions for easier tracking and completion.
To add a checklist item, select the blue plus (+) button in the Checklist section of the task creation window.
📌Note
The checklist section is located on the right side of the window, allowing you to break the task into smaller, manageable steps.
A light blue field will appear — enter your checklist item directly into this field to add it to the task.
Select the blue plus (+) button again to add additional checklist items as needed.
You can delete checklist items by selecting the X at the end of each item.
💾 Save
Once all task details are completed, select Save to create the task. The task will now appear in the Tasks tab and be visible to the assigned team member.
The task will now be available in the allocated client's task window.
👉 For more information on Tasks:
Task Management Instructions to learn more about managing standalone tasks in AdviserLogic
Tasks Widget Instructions - to learn how to use the Tasks Widget to track, manage, and complete client tasks efficiently within AdviserLogic