Click here to watch the video: https://loom.com/share/e5bb4541560b4647907cdb57af1a3c35
Step-by-Step Instructions
1. Introduction to Task Management 0:02
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Overview of the task management feature in Perseptiv.
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Importance of linking tasks to accomplishments for demonstrating client value.
2. Accessing Task Settings 0:16
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Click on the 'Tasks' section in the system.
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Navigate to 'Settings' to customize tasks and accomplishments.
3. Customizing Tasks and Categories 0:32
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Default tasks provided (50+ tasks).
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Ability to delete, modify, and create custom tasks and categories.
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Example: Change 'fiduciary governance' to 'fiduciary process'.
4. Creating Custom Snippets 2:09
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Create custom tasks and accomplishments text.
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Example: For 'Client Communication', create a task to send market research.
5. Adding Tasks to Plans 3:20
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Manually add tasks for specific plans.
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Select category, set due date, status, priority, and assign to team member.
6. Viewing and Managing Tasks 4:23
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Overview of tasks table: task details, client, due date, priority, owner, and status.
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Highlight overdue tasks in red.
7. Updating Tasks 6:06
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Click on tasks to update status, details, and notes.
8. Tracking Accomplishments 6:44
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View completed tasks under accomplishments for each plan.
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Manual addition of accomplishments does not show completion status.
9. Generating Accomplishments Reports 7:52
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Run accomplishments reports for specific years.
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Generate reports to showcase completed tasks by category and date.
10. Conclusion and Next Steps 8:38
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Emphasize the power of task integration for client deliverables.
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Mention upcoming video on creating tasks from meeting minutes.