Smarter workflows for smoother entity administration
Workflows in WealthWorks+ are built from connected tasks, each with its own timings, warnings, deadlines, and assignees. When added to an entity, they provide a ready made structure that guides users through every stage of the process. Status indicators highlight what’s overdue, what’s due soon, and what’s still pending, giving instant visibility of progress.
Expanding a workflow reveals all linked tasks, including priority, assignee, due dates, and a visual timeline. Tasks activate automatically based on their warning periods, helping teams plan ahead and balance workloads.
Clear task management for individuals and teams
The Tasks tab gives users full control over their workload. Filters make it easy to view tasks by workflow, status, priority, dates, or team level. Users can complete tasks on behalf of absent colleagues, update details, add notes, or adjust recurrence settings where needed.
Columns can be customised, sorted, rearranged, and exported—ideal for reporting or team reviews. Editing a task opens a detailed view showing assignees, timescales, notes, and calculation logic, ensuring complete transparency.
Entity level and organisation wide oversight
Every entity displays its active and completed workflows, making it simple to track progress and review updates. Completed workflows can be expanded to show all finished tasks and any notes added along the way.
For a broader view, the Organiser’s Tasks & Workflows screen brings all client activity into one place. With powerful filters, sortable columns, and export options, it becomes a central hub for monitoring workload across the entire organisation.
Flexible, customisable, and built for real world practice
WealthWorks+ includes 12 standard workflows out of the box, all fully customisable. Additional workflows can be created to match your firm’s processes, ensuring the system adapts to your way of working—not the other way around.
If you’d like to learn more about how workflows and task management can transform your entity administration, contact us at sales@thewealthworks.com.
