This video tutorial shows you how to add and manage activities in WealthWorks+.
Tutorial Transcript
To manage an Activity for a single entity, open the entity details and either click the Action button in the top menu bar and select Add Activity or go to the Activities tab and click on the Add icon. Complete the details for the Activity as appropriate and click Save.
(00:28) The Activities tab lists all the activities for the entity and from here you can also mark an activity as completed. Tick the checkbox for the relevant task(s), click Complete All Selected and then Save to confirm the activity is completed.
(00:46) To manage an Activity for all your entities, go to the Activites menu option under Organiser on the side menu bar. This shows a list of the activities for all the entities you manage or have user access to. From here you can add activities by clicking on the Add icon or mark an activity as completed by ticking the checkbox for the relevant task(s), clicking Complete All Selected, and then Save to confirm the activity is completed.
(01:11) There is also the option to view activities for a future month by clicking or dragging the marker on the timebar at the top.
(01:18) You can also access a calendar view of all activities from the Calendar menu option under Organiser on the side menu bar. From the calendar view if you click on an activity it will open the Entity Details for that activity. If you cannot see any activites in the calendar, make sure the Outstanding Activities option is ticked from the Filter options and click Apply Filter.