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Step-by-Step Instructions
1. Overview of Accomplishments and Tasks 0:01
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Accomplishments can be automatically assigned to a client through tasks.
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Completing tasks adds the associated accomplishment text to the client's record.
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Manual addition of accomplishments is also possible if tasks are not used.
2. Setting Up Tasks for Consistency 0:37
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To create consistent, repeatable tasks:
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Navigate to Tasks > Settings.
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Add a snippet and assign it to a category.
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Input the internal task and provide accomplishment text.
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3. Manually Adding Accomplishments 1:39
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To add accomplishments manually:
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Go to the Accomplishment section and click Add.
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Select the category and input the accomplishment text (e.g., 'sent quarterly fund monitoring report').
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Hit Save to track the accomplishment.
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4. Understanding Completion Tags 2:03
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Note that manually added accomplishments will not show a green completed tag.
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This tag only appears when accomplishments are added through task completion.
5. Year-End Tracking of Accomplishments 2:20
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At year-end, you can review and add accomplishments:
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Manually input any accomplishments from the year.
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Change categories if necessary and hit Save.
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6. Generating Accomplishments Reports 3:07
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To run an accomplishments report:
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Go to Reporting > Accomplishments.
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Select a plan, give it a title, and choose the year(s).
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Click Generate Report to view tracked accomplishments.
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7. Demonstrating Value to Clients 3:43
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Accomplishments serve as a tangible way to demonstrate value to clients.
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They highlight both visible and behind-the-scenes work that clients may forget or overlook.