Blog/ Product & Company

New in Wealthbox: View Your To-Dos Across Workspaces

June 27, 2023

Today we’re delighted to introduce another new feature for large RIA firms to better manage their businesses through an improved view of firm-wide task management. Read on!

Large advisory firms often create separate Wealthbox workspaces for each group or office in the firm. This is a great way to keep client data organized, and limit visibility to only the advisors and staff of the relevant office. But for team members who work in several workspaces, to-dos such as tasks and workflow steps had to be managed in each individual workspace… until today!

The Workspace Switcher in the Wealthbox app.

How it works…

Starting today, you can see all of your to-dos in Wealthbox in one place, even if you work in multiple workspaces. To access your list of to-dos across workspaces, click your name in the top right corner of Wealthbox, and select “My To-Dos.”

Selecting the "My To-Dos" report in Wealthbox.

You’ll then see a list of tasks and workflow steps assigned to you, and you can mark them as complete as you work through your to-do list.

The "My To-Dos" report in Wealthbox.

For more information, check out this video “How to View To-Dos Across Workspaces” from our How-To Video series.

If you’re interested in learning more about how to set up multiple workspaces in Wealthbox, check out this how-to video. Wealthbox Pro plans include up to 3 workspaces, Wealthbox Premier plans include up to 5 workspaces, and Wealthbox Enterprise plans include unlimited workspaces.

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