Tasks in Wealthbox help you stay organized and on top of your to-dos, whether they're one-time actions, follow-ups, or recurring responsibilities. They’re designed to support your daily workflow and client management with ease and visibility.

Where Tasks Show Up

You can access and manage your tasks in multiple places:

• Tasks page: See all of your tasks in one view
• Home screen - Tasks Widget:  The home screen will only show ​Overdue Tasks and Tasks due tomorrow. The Tasks area will display "You have no Tasks this week" when there are no Overdue or due-tomorrow tasks.
• Contact record - Upcoming Activity Widget:  Tasks will appear in the "Upcoming Activity" area on the Contact screen for the contact record that is directly related to it. If the task is related to a household, then it will only appear in the household's upcoming activity area, and if it is related to a person contact, it will only show on that contact record, not the household record that the person is linked to. 
• Activity Stream: Tasks will display in the activity stream on the home screen as well as the contact records. Tasks will post to the activity stream twice. The first post has an orange checkmark icon and a time stamp for the Task creation. When the Task is completed, it will again post with a green checkmark and the time stamp for when it's completed.
  
  Assigned Tasks will aggregate to household activity streams from person contacts and vice versa. Completed tasks will only be displayed in the activity feed and will also aggregate to the household stream from person contacts and vice versa.
• My To-Do's" page: a centralized hub that displays all your incomplete tasks and workflow steps across workspaces. Learn more here.