Tasks

Track every action item, follow-up, and to-do across your practice Continuum’s Tasks feature gives you a centralized place to manage everything that needs to get done — from client follow-ups that came out of a meeting to internal to-dos you create on the fly. Tasks connect directly to your meetings, clients, and team members, so nothing falls through the cracks.

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How Tasks Work in Continuum

Tasks in Continuum come from two places: AI-generated suggestions from your meetings, and tasks you create manually. Either way, every task lives in one central list where you can track progress, assign work, and stay organized across your entire team. What makes Continuum tasks different: Unlike a generic to-do list, every task in Continuum is connected to context. When a task comes from a meeting, it links back to that conversation. When it’s tied to a client, you can see it on their profile. This means you always know why something needs to be done, not just what needs to be done.

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Viewing Your Tasks

The Tasks page shows all tasks across your practice, organized by status. You’ll see three sections: Not started: Tasks that haven’t been picked up yet. These are your upcoming work — action items waiting to be tackled. In Progress: Tasks someone on your team is actively working on. This gives you a quick sense of what’s in motion right now. Complete: Finished tasks. These stay visible so you have a record of what’s been done — useful for compliance documentation and client follow-ups. Each task in the list shows you the key details at a glance: the task description, its tag, the associated client, who it’s assigned to, and the due date.

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Filtering and Finding Tasks

At the top of your task list, you’ll find filters to quickly narrow down what you’re looking at. Filter by assignee: Click All Assignees to see tasks assigned to a specific team member — including yourself. This is especially helpful when you want to focus on just your own work, or check in on what a team member has on their plate. Filter by tag: Click All Tags to filter by task category. Tags like Money Movement, Client Review, Document Processing, Planning & Communication, and Investment Action help you see all tasks of a specific type at once. Filter by client: Click Any Clients to view tasks related to a specific client or household. This is powerful when you’re preparing for a meeting and want to make sure every outstanding item for that client is accounted for. Search: Use the search bar on the right to find any task by keyword. Type a client name, a topic, or any part of the task description to find what you need instantly.

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Creating a New Task

Click the + New Task button in the top right corner to create a task manually. This is useful for action items that didn’t come from a captured meeting — things like internal reminders, administrative follow-ups, or proactive outreach you want to track. When creating a task, you can set:

• Task description — What needs to be done
• Assignee — Who’s responsible (yourself or any team member)
• Tag — The category this task falls under
• Client — Which client or household it relates to
• Due date — When it needs to be completed
• Notes — Additional context or details about the task

You can also add tasks directly from within a meeting — see After a Meeting for more on AI-suggested tasks.

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Task Detail View

Click on any task to open its full detail view on the right side of the screen. Here you’ll see everything about the task in one place. What’s in the detail view:

• Task title — The full description of what needs to be done
• Assignee — Who’s responsible, with the option to reassign
• Tag — The task’s category, which you can change at any time
• Client — The associated client or household
• Due date — When the task is due
• Notes area — A rich text field where you can add additional context, instructions, or details about the task. Use formatting options like bold, italic, underline, lists, and links to keep your notes clear and organized.

Editing a task: Everything in the detail view is editable. Click any field to update it — changes save automatically. Need to reassign a task? Click the assignee and pick a new team member. Want to change the due date? Click it and select a new one.

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Managing Task Status

Every task has one of three statuses: Not Started, In Progress, and Completed. Updating status: Click the status dropdown in the top right of the task detail view to change it. Moving a task to “In Progress” signals to your team that someone is actively working on it. Marking it “Completed” moves it to the Complete section of your list. Why status matters: Keeping task statuses current helps your entire team understand what’s been handled and what still needs attention. It also creates a clear audit trail — when a compliance officer asks what happened after a client meeting, you can point to completed tasks with timestamps and context.

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Working with Tags

Tags help you categorize tasks by type of work, making it easy to filter and prioritize across your team. You can create the ones that make sense for your practice and your team’s workflow. Continuum comes with built-in tags designed for financial advisory workflows, but you can customize them as you wish:

• Money Movement — Transfers, withdrawals, deposits, and account funding
• Client Review — Portfolio reviews, annual check-ins, and performance discussions
• Document Processing — Paperwork, signatures, account applications, and forms
• Planning & Communication — Meeting scheduling, follow-up emails, and outreach
• Investment Action — Allocation changes, rebalancing, and trade execution

Creating a tag: Click the tag field on any task and select + New tag at the bottom of the dropdown. Choose a name and a color (Orange, Yellow, Green, Blue, Purple, Pink, or Red) to make it easy to spot at a glance. You can also manage all your tags by clicking Manage tags. Adding a tag to a task: Click the tag field on any task to see your available tags and select one. You can change it at any time. Clearing a tag: If a tag doesn’t apply, click Clear selection to remove it.

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AI-Generated Tasks from Meetings

One of the most powerful aspects of Tasks is how they connect to your meetings. After you capture a meeting and generate a summary, Continuum’s AI automatically identifies action items, follow-ups, and commitments made during the conversation. How it works:

1. Capture a meeting and click Generate to create your summary
2. You can see the Tasks in your meeting view next to your meeting summary
3. Review the AI-suggested tasks — each includes a description, suggested due date, and assignee when applicable
4. Click the + button to add any suggested task to your active task list
5. The task automatically links back to the meeting and the associated client

What the AI picks up on: Continuum’s AI listens for phrases like “I’ll send that over by Friday,” “Let’s schedule a follow-up,” “We need to move those funds,” or “Can you prepare that document?” — and turns them into structured tasks you can act on. Once added, these tasks appear in your Tasks page alongside everything else, fully integrated into your workflow. Learn more about managing post-meeting tasks in After a Meeting.

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Tasks and Your Team

Tasks in Continuum are shared across your team, giving everyone visibility into what needs to happen and who’s handling it. Assigning tasks: When you create or edit a task, you can assign it to yourself or any team member. The assignee filter on the Tasks page makes it easy for each person to see their own workload. Team visibility: Everyone on your team can see all tasks, regardless of who they’re assigned to. This transparency helps with coordination — if a colleague is out, you can quickly see what they had pending and pick up where they left off.

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Syncing Tasks with Your CRM

Tasks created in Continuum can be synced to your CRM alongside your meeting summaries and notes. Click Push to CRM from your meeting page to open the sync panel. How it works:

1. Choose which CRM contact to sync with using the Sync with dropdown — this links the meeting and its tasks to the right contact record in your CRM
2. Under Notes, check Summary to push your meeting summary as a note in your CRM
3. Under Tasks, you’ll see all available tasks from that meeting. Check the ones you want to sync, and for each one you can set a due date and assign it to a CRM user before pushing
4. Click Sync to send everything over

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Using AI Ask with Tasks

Continuum’s AI assistant has full visibility into your tasks. You can ask questions like:

• “What tasks are due this week?”
• “Do I have any outstanding follow-ups for the Miller family?”
• “What tasks did we create from yesterday’s meetings?”
• “Which clients have pending money movement tasks?”

The AI pulls from your complete task list, meeting history, and client profiles to give you accurate, actionable answers.

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Best Practices for Task Management

Let the AI do the heavy lifting: After every meeting, review the AI-suggested tasks before creating your own. The AI catches things you might forget in the moment — a passing comment about needing a document, or a date mentioned for a follow-up. Use tags consistently: When your whole team uses the same tags, filtering becomes powerful. You can quickly pull up all pending Document Processing tasks before a deadline, or see every Money Movement request that’s still in progress. Keep statuses current: A quick status update takes seconds but saves everyone time. When your team can trust that the task list reflects reality, they don’t need to send “did you do this?” messages. Add context in notes: A task that says “Follow up with client” is less useful six days later than one that says “Follow up with Matthew Tory about confirming IRA contribution limits before processing the $25,000 transfer.” Use the notes field to capture the why behind every task. Review before client meetings: Before any client meeting, filter tasks by that client to see what’s outstanding. Walking into a meeting knowing you’ve handled everything — or knowing exactly what still needs attention — makes you look prepared and professional.