AdviserLogic's Workflow Module is a simple and efficient solution for managing your workflows. This tool helps automate routine tasks, track progress, and ensure compliance.
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With an easy-to-use interface and practical features, AdviserLogic's Workflow Module lets you see all client tasks and workflows simultaneously, saving time, reducing errors, and improving client satisfaction.

Before using workflow 2.0, please ensure it is enabled in Tools, by navigating to the Tools button and toggling the workflow to On

Additionally, workflows will need to be set up by following the Workflow Setup Instructions - an Admin User must create these.

To manage existing Workflows navigate to Workflow 2.0 via Tools > Adviser Tools > General > Workflow or the Workflow icon on the left menu panel

This will navigate to the workflow landing page in the Pipeline view.

There are three different views in Workflow which have different features for tasks and workflows.

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.

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.

You can also search by workflow by name from the Workflow Name drop-down.

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.

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.

You can also create an Advanced Search from the search drop-down to find other workflow tasks.

The List screen has a control panel on the left side where you can select filters to search by. The section on the right will populate results from the applied filters.

The available filters are.

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.

The List screen can also be sorted by the Start and Due dates and further sorted by Ascending or Descending.

Each screen has an Options button in the top right corner. These options allow you to set preferences and add workflows and tasks to client accounts. The List screen additionally, has an Export option to export a report based on the applied filters.

To set preferences about how the workflow module shows client data select preferences from the options dropdown.

You can change how the Workflow module represents information by selecting the variations from the drop-down menus in the pop-up window.

Three sets of preferences can be changed.

To add an existing workflow to a client select the Options button from the top right corner of any screen. Each screen has its own set of options, however, you can find the Add Workflow option on all of them.

The Add Workflow window will open where you can enter all the client details pertinent to the workflow. All fields marked with a Red Asterix* must be completed to save the workflow to the client. It's recommended however that you apply as much information as possible.
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The window is divided into two sections.

To add a new task go to the Options button at the top right of the screen in Timeline - Task or List screens, then select Add Task from the drop-down.

The Add Task window is divided into two sections.

From the List screen, you can generate a report based on the applied filters by selecting the Export option.

The report will be generated as an XLS Excel spreadsheet, allowing you to further filter and manage the data.

To modify workflows or tasks assigned to clients, navigate to the workflow or task window by selecting it from one of the screens:
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Select the Workflow from the Timeline - Workflow option, and List screens.

or select the Task from the Pipeline, Timeline - Tasks option - or List screen.

This will open the Workflow or Task interface window. You can Toggle from Workflow to Task view once you have opened either type, as long as you are not in a standalone task that sits outside of a workflow.

The Workflow interface is divided into four sections.

The top section of the workflow interface shows a timeline graph, with each task and its completion stage. Navigate to each task by selecting the task from this line graph.

The top bar of the Left Section controls shows a list with statuses for the selected task.
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Selecting any of the displayed statuses will mark the chosen task as this status in the workflow timeline graph and throughout the Workflow module.
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Choose the Status for the task, and then Set Task Status

The rest of the fields are also editable by hovering over them and selecting the Pencil icon.

Hovering over the Workflow Description field and selecting the Pencil icon opens the Edit Workflow window.
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Here you can make changes to the workflow, however, some key fields will remain greyed out and non-editable, to edit these fields you will have to modify the workflow in Workflow Setup.
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Fields that can be edited.

Change the Assignee, Estimated Minutes, and Chance of Completion from the Tasks side of the window.
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Make the changes necessary and select Save.

Similarly, hovering over the Task Description field and selecting the Pencil icon will open the Edit Task Window.
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You can make changes, add checklists or checklist items, and modify all fields other than the Client field from this window.
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Make the changes necessary and select Save.

All changes will be reflected throughout the workflow module, including the Tasks Widget.
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The final field in the Left Section shows a breakdown of the two above fields, however, hovering over it and selecting the Pencil icon also opens the Edit Task window. To make changes related to the Budget or Time Spent, you must change the Workflow Description.

The Middle Section is a column of buttons dedicated to the actions you may take within a task or workflow.

These actions are as follows.

First Button

Opens a Word-inspired text box where you can add notes related to the task or workflow. Type in your notes, and use the controls to customise, and Save.

Second Button

Set the conditions under which Alerts and reminders will be sent to relevant staff - Alerts can be sent to the Assignee, the Assigner, the Adviser for the client, or two additional roles - Client Services Manager and Practice Manager.
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Any user can define themselves as one or both of these roles by using Role Defaults at the bottom of the Workflow Defaults window.

Third Button

Opens a window that allows you to attach any documents related to the task by selecting the Upload button from the bottom right of the tab window and following the prompts to upload a document from your device. Drag and drop files or browse your device to upload them.

Fourth Button

Copies key data, related to the workflow task, to the client's File Notes.

Fifth Button

Choose whether the task should repeat Weekly or Monthly, and add the relevant frequency details to set the workflow recurrence.

Along the top of the Right Section, you will see the Workflow/Task toggle that allows you to switch from Workflow to Task view - This toggle governs whether the Notes and associated Notifications/Alerts you see populated below relate to all tasks in the Workflow or only the Task you are currently on.

Additionally, alongside the Workflow/Task switch is a summary of how many Notes, Notifications, Files, and Templates are attached to the Workflow or Task.

As on the main screens, you'll see an Options button in the top right corner of the workflow window. The difference here is that the options available within a workflow apply specifically to the workflow you have open.
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The available options are.