The Tasks function in AdviserLogic is designed to help you track actions, manage deadlines, and assign responsibilities across your practice. Tasks can be created independently or as part of Workflow 2.0, offering flexibility to suit your business processes.

Creating tasks outside a workflow allows you to manage ad-hoc activities, follow-ups, or compliance requirements without needing a full workflow structure.

This ensures important tasks are captured, monitored, and completed on time, supporting efficiency, accountability, and better client service across your practice.

You can easily create and manage tasks outside of your workflows by navigating to the Tasks tab from the client’s record.

Select a client and navigate to the Tasks tab. Hover over the Options button at the top right of the task window to open a drop-down menu with the following options:

From the available options, select Add Task to create a new standalone task for the client.
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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.

This field will automatically populate with the selected client’s name. Ensure you are creating the task under the correct client record. If not, return to the client list and select the appropriate client before proceeding.

Enter a clear and specific task name that describes the action required.

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.

Use the Related To field to link the task to an entity owned by the client, such as an SMSF, business, or super account.

Choose the appropriate task type from the drop-down list. Categorising tasks helps your team filter, sort, and report on activities efficiently.

If the task is dependent on another action or is waiting on input, use this field to specify the dependency:

Recording these details helps manage dependencies, track progress, and avoid potential bottlenecks. This field is optional but recommended for better visibility.

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.

Add the time the task is to be Started on / Due by - in 24 hour format.

Set the due date by selecting the appropriate date from the calendar picker.

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:

Updating the status helps track task progress and ensures accurate reporting.

This field allows you to record the actual time spent on the task in minutes.

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.

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.

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.

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.

Once your task has been saved, the Task Window provides a clear, organised view of all task-related details, making it easy to track progress, update information, and manage your workflow efficiently.

The Task Window is designed for easy navigation and efficient task management. It is divided into three main columns, each serving a specific purpose:

The first column displays a stack of tiles containing the key task components, including:

Each tile provides a snapshot of the relevant information. You can hover over each tile to reveal the ✏️ pencil icon, allowing you to open the edit window and apply changes directly. This design makes it simple to update details as the task progresses.

The middle column offers quick access to additional task actions and options, including:

This column allows you to manage task activities efficiently, ensuring all relevant information and actions are captured.

The final column provides navigation tabs that give you access to further task-related information:

These tabs allow you to easily switch between views, keeping all critical information organised and accessible.

Each column in the Task Window is designed to streamline task management, making it simple to update details, track progress, and maintain comprehensive records—all from a single, organised workspace.

Use this section to update the task’s current status as work progresses, select the completion status option to reflect the tasks current status:

This field captures the purpose, context, and important information about the task. Use it to:

The Task Description can be edited at any time by selecting the ✏️ pencil icon located in the top right corner of the tile. Keeping this information up to date ensures accuracy and clarity throughout the task’s lifecycle.

The Edit Task window will open, allowing you to update all task details. Fields you can edit include:

Make the necessary changes and select Save to update the task.

Maintaining a comprehensive description ensures the task is completed accurately and efficiently.

This panel displays the client associated with the task and includes:

This ensures clear visibility of the client relationship linked to the task.

To edit the Client Details, hover over the client tile to reveal the ✏️ pencil icon in the top right corner.

Select the pencil icon to update client information, change linked entities from the Related to Field, or adjust task dates as needed.

The Edit Task window will open, allowing you to update all task details. Fields you can edit include:

Assigning a colour to the Waiting On field will show a small tooltip on the Client Details tile.

Hovering over this tooltip will show the value assigned.

The checklist tile shows at the bottom of the task window, breaking down your task into manageable, actionable items. Use the checklist to check the task completion state:

To edit the checklist and mark off items, hover over the Checklist tile to reveal the ✏️ pencil icon in the top right corner. Select the pencil icon to add, edit, or remove checklist items as needed.

The Edit Task window will open, allowing you to update all task details. Fields you can edit include:

From the middle column, you can access the Notes feature allowing you to capture additional comments or observations throughout the task lifecycle.
Notes are ideal for:

To edit or add notes, select the Notes button to open the notes feature.

The Task Note field will open, this allows you to record detailed notes, updates, and commentary related to the task. It supports rich text formatting, giving you flexibility in how you structure your notes. This ensures important information is captured clearly for future reference or audit purposes.

From the Notes window you can:

From the middle column, you can access the Notifications feature, allowing you to set up or review automated notifications linked to the task. Notifications help by:

Easily upload and store supporting documents directly within the task. Attachments can include:

Having all relevant files in one place improves efficiency and record-keeping.

From the middle column of the Task Window, select the 📎Paperclip Attach Files option.

Add Your Files:

You will see the Upload Files screen with two options:

As files upload, you can track progress in:

Once the file(s) have fully uploaded, they will automatically attach to the task for easy access. You can view and manage the uploaded files by navigating to the All or Files tab located in the Action Tabs within the third column on the right.

Use this function to copy the task details into the client's file notes. This ensures:

From the middle column of the Task Window, select the 📚Copy File Notes button option.

The File Note will instantly show in the client's File Notes.

For tasks that occur regularly, you can schedule them to recur on a weekly or monthly basis. Recurrence is perfect for:

This ensures recurring activities are never missed.

From the middle column of the Task Window, select the 🔄Reccurence button option.

The Recurrence Settings window will open where you can choose the Frequency Type from:

Complete the Recurrence Details:

Easily switch between different categories of task-related information:

These tabs help streamline task management.

Located in the top-right corner, the Options Menu provides advanced task management functions:

From the drop-down options select Delete task to remove a task if no longer required.

When selecting to delete a task, a confirmation prompt will appear, allowing you to review the action and ensure tasks are not accidentally deleted.

Selecting yes Will remove the task from the client's account.

Select the Download Logs option to export task activity logs directly to your local drive.

The logs will download as a Word document.

Download all notes related to the task for record-keeping or compliance.

The Notes Activity will download as a Word document.

Once your task has been created and saved it will show in the Client's Tasks window.

The task status will show in the top right corner of the task tile.

The Tasks window is divided into three key sections to help you manage and organise tasks efficiently:

Use the sorting function to reorder your task list based on the selected criteria such as Due Date, ensuring the most urgent or relevant tasks appear at the top.

Toggle between three task views for flexibility:

The Pipeline view will show the workflows assigned to clients by task status.
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The workflows and tasks are displayed as cards and the colour of the cards will show according to the status.

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This screen shows only In Progress Workflow tasks, however, it is possible to create an Advanced Search from the search drop-down to find other workflow tasks.
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You can also search by workflow by name from the Workflow Name drop-down.
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The Timeline screen shows all the Workflows, Workflow-tasks and Standalone-tasks for In-Progress, Complete and Abandoned status.
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You can search by Day, Month, or Week on this screen. The Date range will show in blue along the top of the window and includes the cumulative budget for all workflows completed within that date.
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The Date search filters include:

The workflows and tasks are displayed as cards and the colour of the cards will show according to the status.

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You can also create an Advanced Search from the search drop-down to find other workflow tasks.
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The List screen is the default view when accessing the Tasks tab. It provides a clear, structured layout for managing tasks efficiently.

This layout makes it easy to locate, review, and action tasks quickly based on your search and filter selections.
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Select how you want the tasks sorted, based on the view you have selected This helps prioritise tasks based on deadlines or other attributes.

In the Pipeline View, the sorting function shows Workflow Stages:

In the Timeline view the sorting function is Date-based:

In the List View, the sorting function shows Ascending/Descending options by Start/Due Date.

Shows the total number of tasks currently displayed, based on your filter selection (e.g., Showing 2 of 2 Records). This helps you track your workload at a glance.

Use the search bar to quickly locate tasks by typing keywords, client names, or specific task details—ideal for large task lists.

The Options Menu, located in the top-right corner of the Tasks screen, provides quick access to additional task management actions.

Use this menu to perform the following:

Select Add Task to create a new standalone task. Enter the task details, assign it to a team member, and set due dates as required.

Choose Add Workflow to initiate a new workflow. This allows you to create a structured sequence of tasks linked to a client or process.

From the window that opens you can select a workflow or workflow stage to assign to a client.

Use the Export option to download your current task list view. This is useful for reporting, record-keeping, or offline review. The exported file typically includes task details such as task name, client, due dates, and status.

An excel file will download to your local drive listing all the available tasks in detail.

Select Preferences to customise your task list display settings. Adjust viewing options, default filters, or sorting preferences to tailor the task screen to your workflow.

A new window will open allowing you to customise how your tasks and client information are displayed within the Tasks screen.

The Preferences window includes the following settings:

Choose how the client’s name is displayed:

This helps align the display with your practice’s naming conventions.

Adjust the size of the task cards shown in the Task Pipeline and Timeline views:

Select Yes or No to determine whether the client’s name is displayed in the detailed task view.

The Filters Panel allows you to refine your view by selecting specific task attributes:

Expand each filter category to refine your task list. You can filter by:

Filter tasks by their progress stage:

🟣All - Purple

🟡In Progress - Yellow

🟢Complete - Complete

⚪Dormant - Grey

🔴Abandoned - Red

This allows you to focus on tasks that need attention.

Tasks will show the colour assigned to each status filter in the top right corner for a quick overview of task status.

Expanding the Waiting On filter allows you to filter tasks that are currently awaiting action or information before they can proceed.

Select from the available options then Apply Filter.

The filtered tasks will show in the right section.

Expanding the Due Date filter allows you to filter tasks by their due dates, helping you prioritise tasks that are overdue or approaching deadlines

Select from the available options:

Then Apply the Filter.

The filtered tasks will show in the right section.

Expanding the Assignee filter allows you to filter tasks based on the team member responsible for completing them. This helps managers review team workloads or individual task lists.

Select available staff or task pools from the dropdown options to filter tasks by the assignee, then Apply the Filter..

The filtered tasks will show in the right section.

Expanding the Assigner filter allows you to filter tasks by the person who created or assigned the task.

The filtered tasks will show in the right section.

Select this filter to view only Standalone Tasks—those that are not part of a broader workflow or process.

The filtered tasks will show in the right section.

Select this filter to narrow your task list to only those linked to a defined workflow, which is useful for tracking progress in structured processes.

The filtered tasks will show in the right section.

Expanding the Task Type filter allows you to filter tasks by selecting a specific task type if task categories are defined in your system. Apply the Filter.

The filtered tasks will show in the right section.

Filters can be combined to refine your search further, allowing you to narrow down tasks based on multiple criteria simultaneously. This helps you quickly locate specific tasks that meet several conditions at once.

This section displays the tasks that match your filter and sorting selections and provides quick action options, this section is only available in the List View.

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Choosing the filters and then selecting the Filter button from the top right of the filters panel will populate the list on the right section only with the workflows that meet the parameters entered.
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View a summarised list of tasks showing:

Each task card provides a snapshot of the task, allowing you to open it for detailed updates or changes.