Your advisory log captures action items — tasks for the client and for the advisory team. These feed the client's Flags & Actions page. This guide covers adding them.
💡 Tip — Who can use this For advisory partners, in the My Log tab.
Quick reference
| Step | Action |
|---|---|
| 1 | Add client and advisory team action items |
Step 1 — Add action items
In your advisory log, the Action Items section has two groups:
- Client Actions — tasks for the client. The owner dropdown lists client names.
- Advisory Team Actions — tasks for partners. The owner dropdown lists partner names.
Each item has a description, owner, due date, and status (Open, In Progress, Done, Overdue). Add as many as needed.
📝 Note — Client actions appear on the client's dashboard Action items you assign to the client show up on their Flags & Actions page, where they can acknowledge them. This is how your recommended actions reach the client directly.
💡 Tip — Keep action items specific and owned A clear description with a named owner and a realistic due date is far more likely to get done than a vague item. Make each action concrete and assignable.