Customize Onboarding Tasks / Client Checklist
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Holly Brink
I would like to be able to add custom advice and items on a checklist for clients. For example, https://www.optoutprescreen.com , complete new home buyer training course I created, etc.... would just be nice if we could easily add a "to do" item.
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Keenan Jones
Merged in a post:
Customize Task List
Laura Abshire
I am just starting with CRC and feel crippled that there is no place to put a customized task list for my members. Can this list be customized specific for each member? I huge part of my coaching process is breaking down EXACTLY what they need to work on each month. For instance, I may tell them 1) Call the Dept of Ed and enroll in their Rehab Program to get your student loans caught up, 2) Pay your Capital One credit card to $20 (while paying minimum payments on all other credit cards)
Having this type of specificity is what makes people use me and stay in my membership. Without this I will have to create separate spreadsheets which will take extra staff to create and keep up with.
PLEASE HELP!!!!
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Holly Brink
Well I just joined today so those are the only two that come to mind. I’m sure as I learn more I’ll think of other. Uploading specific documents, a reminder to upload responses, etc. supporting documentation.
Again, it’s my first day so just being able to sort or put a deadline might be nice.
I was thinking Everyone on the template but it would be cool to be able to add certain things on individual lists. Depending on someone’s short term or long term goals we may have different tips/suggestions.
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Keenan Jones
Thank you for posting, Holly Brink! I have a few more questions for you:
- Could you provide more examples of the types of custom advice and items you'd like to add to the client checklist?
- How would you like to categorize or prioritize these custom 'to do' items?
- Would you like these custom tasks to be visible to all clients or only specific ones based on certain criteria?
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Eddie Niknam
You can do that and put there name on the task. Add multiple members on it.
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Michele Berry Nunez
Each client's profile includes a tab to send secure messages that can be accessed through their portal. I'm just wondering if this would serve your purpose.