Is the case pipeline template free?

Yes. Copy it as a checklist or print it, with no sign-up. Using it inside ActivityTracker, with the dates filled in, needs an account.

How do the dates work?

Each task has a day counted from the start: Day 1, Day 3 and so on. In ActivityTracker you pick a start date or a finish date, and every task lands on a real day. Tasks that repeat keep repeating.

Can I change it after I add it?

Yes. It's your project: rename it, add tasks, delete the ones you don't need. Save your version with Save as template and it's there next time.

What if the project I need isn't here?

Describe it in a sentence and the AI in Tasks writes a template for it, with sections and dates you can change before you use it.

Project template for financial advisors

Case pipeline template with every task dated from the day you start

Every open case on one board: fact-find, proposal, submitted, underwriting, issued, delivered.

8 sections
8 tasks
Opens as a board
Dated from day 1

Case pipeline

Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.

Fact-find done

Example: Tan family - protection reviewFridayPremium: TBC. Next: needs analysis by Friday.

Proposal presented

Example: Lim - term planDay 4Premium: $1,800/yr. Next: decision call.

Submitted

Example: Wong - hospitalisation planDay 4Submitted today. Next: check status in three days.

Underwriting

Example: Ng - whole lifeDay 8HighMedical booked. Chase the report.

Counter-offer

Example: Koh - critical illnessDay 3UrgentLoading applied. Explain and get the decision.

Issued

Example: Chua - endowmentDay 3Policy issued. Book delivery.

Delivered

Example: Lee - term planDelivered. Record the closed case and ask for a referral.

Not proceeding

Example: Ong - retirement planDay 181Timing. Follow up in six months.

About this template

A board where every card is a case and every column is where it sits. Drag a case right as it moves; the board is your production forecast and your chase list in one.

Tips from the template

One card per case, named "Client - product".
Put the premium, the submission date and the next action in the description.
Every card in Underwriting gets a due date for the next chase.

How to use it in ActivityTracker

1Open Tasks and choose Templates.
2Find Case pipeline and open it. You see every section and task before anything is added.
3Pick the day you start, or the day it has to be done by. Every date moves with it.
4Press Use template. Rename the project, then work down the list.

Already use ActivityTracker? Open this template in the app

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Questions

Run it with the dates filled in.

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