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.