Why Use Tasks?
Whether it’s a follow-up call, a document request, or a future to-do, tasks help make sure nothing slips through the cracks.
You can create a task from either the Client page, Policy page or from your Dashboard:
Step 1: Open the Task Form
Go to the relevant Client, Policy page or your Dashboard
At the top-right, click “Create New” and select “Task” from the dropdown.
Step 2: Add Task Details
In the task window, fill out:
A short description of what needs to be done
(Optional) Click the toggle for “Additional Details” if you want to add more context
You can also:
Set a due date
Assign the task to yourself or someone else on your team
Mark the Importance/Priority - this will determine the colour of the task icon. Green are low priority tasks, yellow are medium priority, red are high priority. If a task is overdue, it will automatically turn red to alert you.
Step 3: Save the Task
Once all the details are complete, click the green “Save Task” button.
Where Does the Task Appear?
It will be listed on the Client’s page, so you can easily track it.
You’ll also see it on your Dashboard as a reminder to take action.
Need Help?
If you encounter any issues or have questions, our support team is ready to assist:
Live Chat: Available via BrokerCentral
Email: [email protected]
Telephone: +44 (0) 1403 885 737