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      How to create To-Dos and assign due dates to your clients

      Streamline client task management in CountingWorks PRO with reusable To‑Do templates, automated email reminders, and customizable reminder frequency for Grow & Premier workflow users.

      Plan Availability: Grow & Premier Subscribers
      Feature Area: Workflow Management → To-Dos

      🔍 What Are To-Dos?

      To-Dos let you assign tasks to your clients through the ClientHub. Whether it's submitting documents, answering questions, or completing forms, To-Dos help you streamline communication and follow-up.

      Once assigned, clients are:

      • Notified via email that they have tasks to complete.
      • Reminded regularly (based on your settings) until they log into the ClientHub and mark tasks as complete.

      📋 Creating a To-Do List Template (Recommended for Reuse)

      If you often assign the same tasks to multiple clients, save time by creating a reusable To-Do List Template.

      Steps to create a template:

      1. Go to Workflow > To-Dos.
      2. Click the orange “New List” button in the top-right corner.
      3. Name your list (e.g., "New Client Onboarding").
      4. Add your To-Do items.
      5. Click Save.

      💡 Templates can be reused for any client — great for tax prep checklists, onboarding, and recurring tasks.

      👤 Assigning To-Dos to Clients

      You can assign tasks from a saved template or create one-off To-Dos for any client.

      To assign To-Dos:

      1. Navigate to ClientHub > Locate the client you want to assign tasks to > Click on Client Name  > Workflow > To-Dos.
      2. Select one of the following:
        • + Template List (Apply a saved To-Do List Template)
        • + New To-Do (Create and assign a single To-Do)

      Clients will receive email alerts and reminders until tasks are marked as complete.

      🔁 Setting Reminder Frequency

      When assigning a To-Do, you can choose how often the client is reminded. Customize this to match the urgency or deadline of the task.

      • Example: Remind every 3 days until completed.
      • Notifications stop once the client completes the To-Do.

      Here is an example of how the To-Do list notification looks when emailed.

      ✅ Best Practices

      • Use templates for efficiency.
      • Monitor progress in the Workflow dashboard.
      • Follow up with clients who haven’t responded after several reminders.

      💬 Need Help?

      If you need assistance creating or managing To-Dos, please contact Support at help@countingworkspro.com or use the in-app Chat widget for step-by-step guidance.