Unfinished Tasks

A clear view of all incomplete actions within the platform, ensuring you stay on top of your workflow and never miss a critical task.

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Overview

Finpace’s Unfinished Tasks feature is designed to help advisors stay on top of their workflow by providing a clear view of all incomplete actions within the platform.

Much like Zapier’s Unfinished Zaps, this feature allows you to track where customers are in your process, ensuring that nothing falls through the cracks. From forms awaiting completion to e-sign envelopes pending signatures, the Unfinished Tasks section in your dashboard helps you manage and prioritize tasks that require your attention, keeping you ahead of the process and ensuring timely completion of your most important activities.

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Key Features of Unfinished Tasks

1. Track Prospect and Client Progress
   • The Unfinished Tasks dashboard provides an overview of where prospects and clients are in your process. You can see at a glance what steps have been completed and what remains outstanding, helping you monitor their progress from start to finish.
   • This includes forms that have been sent but not yet completed by the prospect or client, documents awaiting review (either yours or theirs), and other tasks that require action.
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2. Monitor Document Status
   • Stay informed about the status of critical documents. The dashboard shows you which documents are awaiting your review, client review, or finalization, ensuring that you can prioritize these tasks and move them forward in a timely manner.
   • For example, if an e-sign envelope has been sent to the client but not yet signed by you, it will appear in the Unfinished Tasks, prompting you to take action.
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3. Manage Forms and E-Sign Envelopes
   • This feature also tracks forms that have been sent but not completed by the prospect or client. This allows you to follow up with prospects and clients who may need a reminder to finish their obligations.
   • Additionally, any Finpace E-Sign envelopes that have been sent but not signed by either the client or the advisor are flagged in the Unfinished Tasks. This ensures that all signatures are captured promptly and that documents are finalized without unnecessary delays.
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4. Prioritize and Organize Tasks
   • The Unfinished Tasks dashboard is designed to help you prioritize your workload. Tasks are organized by urgency and status, allowing you to focus on what needs your immediate attention.
   • Whether it’s following up with a client to complete a form, reviewing a document, or signing an agreement, you can easily see what tasks are pending and take action accordingly.

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Using the Unfinished Tasks Dashboard

To effectively manage your tasks using the Unfinished Tasks feature:

1. Access the Dashboard
   • Navigate to the Dashboard > Unfinished Tasks section within Finpace. This section is in the absolute middle of your dashboard and will be displaying all tasks that are currently incomplete or awaiting action.
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2. Review Client Progress
   • The dashboard will show you a list of clients and their current status within their process. This includes any forms they need to complete, documents they need to review, and other pending actions.
   • Click on a client’s name to view more detailed information about their specific unfinished tasks and to take any necessary actions.
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3. Monitor Document Workflow
   • Check the status of documents that are in progress. The dashboard will highlight any documents that need your review, have been sent to clients but are awaiting their action, or are pending finalization.
   • For e-sign envelopes, you can see which ones have been sent but not yet signed by you or the client, allowing you to follow up or complete your part of the process.
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4. Follow Up on Forms
   • Any forms that have been sent to clients but not completed will appear in the Unfinished Tasks. This allows you to send reminders or follow up with clients to ensure that they complete the necessary steps.
   • You can also see which forms are in progress, giving you insight into where clients might need assistance.
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5. Take Action
   • Prioritize tasks based on urgency and importance. Use the Unfinished Tasks dashboard to quickly identify what needs your attention and address those tasks to keep the process moving forward.
   • Mark tasks as completed as you finish them, ensuring that the dashboard stays up-to-date and only displays tasks that are truly pending.

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Best Practices for Managing Unfinished Tasks

To make the most of the Unfinished Tasks feature, consider these best practices:

• Regularly Review the Dashboard
  • Make it a habit to check the Unfinished Tasks dashboard regularly. This will help you stay on top of all ongoing processes and ensure that nothing falls behind.
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• Prioritize Critical Tasks
  • Use the dashboard to prioritize tasks that are most critical to your workflow. Address high-priority items first to keep your operations running smoothly.
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• Automate Follow-Ups
  • Where possible, set up automated reminders for clients who have incomplete tasks. This reduces the need for manual follow-ups and helps ensure that clients stay on track.
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• Keep Communication Open
  • If you notice that clients are struggling to complete tasks, reach out to them directly. Open communication can help resolve issues quickly and keep the process moving forward.

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Conclusion

Finpace’s Unfinished Tasks feature is a powerful tool for advisors looking to stay ahead of their workflow.

By providing a clear view of all incomplete tasks—whether they involve client actions, document reviews, or e-signature completions—this dashboard ensures that you can manage your workload effectively and keep your processes on track. With the ability to prioritize tasks and take timely action, you can prevent delays and ensure that nothing slips through the cracks, ultimately leading to a more efficient and organized operation.