You can use this to create Tasks for your team to follow up. You can find it in the top menu bar of Investwell.
Step 1 - How to create a Task
Select ADD button from the bottom of the screen.
By default, date will be Today's date.
- You have to Select Client
- Enter Task details, Priority and Assignee
- Action Date is the date on which action must be taken
- You can add any attachments if you want
- Press Save button
You can view your tasks and search these existing tasks by the filters provided.