TASKS & WORKFLOW

Keep advice work organised and moving forward

Adiso’s task and workflow tools help advice firms manage the day-to-day activities that support client relationships and advice delivery. By organising tasks, responsibilities and progress in one place, advisers and support teams can stay aligned and ensure important work is completed on time. This structured approach helps reduce missed actions, improve accountability and keep advice processes running smoothly.

Create and assign tasks

Tasks can be created and assigned to individuals within the team, ensuring that responsibilities are clearly defined. Each task can include instructions, attachments and supporting information so everyone understands what needs to be completed. Tasks can also be created directly from meetings and client interactions, ensuring follow-up actions are captured in the right place. Due dates, priorities and supporting documentation can be added to each task, giving team members everything they need to complete their work without needing to refer back to other systems.

Tasks and workflow — creating and assigning a task in Adiso

Prioritise and track progress

Tasks can be prioritised and tracked through clear status indicators, allowing advisers and support staff to see what work is outstanding and what has been completed. Status indicators may include Assigned, In progress, Overdue and Completed.

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Structured checklists

Many advice activities involve multiple steps. Adiso allows tasks to include checklists or sub-tasks so that each part of a process can be completed in a structured and consistent way. This supports repeatable workflows for client onboarding, advice preparation and documentation. Using standardised checklists also helps firms maintain consistency across the team and supports compliance by ensuring required steps are not skipped or missed.

Tasks and workflow — My Day board view with categorised tasks in Adiso

Connect tasks to client records

Tasks can be linked directly to specific clients, opportunities or meetings. This ensures that all follow-up work is connected to the relevant client relationship and can be easily reviewed in context.

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Keep the whole team aligned

Adiso provides a clear overview of tasks across the firm, helping teams understand who is responsible for each action and how work is progressing. This shared visibility supports collaboration and ensures the advice process continues moving forward efficiently.

Tasks and workflows are fully integrated with meetings, client records, opportunities and compliance monitoring. This allows advisers to move seamlessly from client discussions to follow-up actions and advice preparation.

Tasks board — My Day view with task status columns in Adiso

See how it works

Book a demonstration to see how Adiso helps advice teams organise their workflow and keep client work on track.

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