New in Wealthbox: Update a Single Occurrence of a Repeating Task

Today we’re happy to introduce, by popular demand, a big improvement in Wealthbox: updating a single recurrence of a repeating task! It’s all about more automation in Wealthbox and gaining productivity in your practice.

By way of background, Wealthbox users have access to powerful automation features that make their jobs easier and more efficient day after day. One such feature is that of repeating tasks, where users can create rules for common activities they repeatedly perform, such as a quarterly review.

When things don’t go according to the original schedule, it’s helpful to be able to make updates to accommodate the new schedule. Now, when you make a change to a task that’s part of a series, Wealthbox will give you the option to apply your change to all upcoming tasks in the series, or only to the task that you edited. If you choose to apply the change to the entire series, the changes will immediately be reflected on all future occurrences of the task. Alternatively, if you choose to only edit one occurrence of the task, the rest of the series will remain unchanged.