Is the review season 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

Review season template with every task dated from the day you start

Book and run twenty client reviews in a month, with the prep and the follow-ups.

3 sections
28 tasks
Opens as a list
Dated from day 1

Review season

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.

Booking week

List the twenty clients due a reviewDay 1High
Message all twenty with two slot optionsDay 2
Call the ones who did not replyDay 4
Confirm every booking with a calendar inviteDay 6

Meetings

Review slotDay 8, 10:00
Review slotDay 8, 14:00
Review slotDay 9, 10:00
Review slotDay 9, 14:00
Review slotDay 10, 10:00
Review slotDay 10, 14:00
Review slotDay 11, 10:00
Review slotDay 11, 14:00
Review slotDay 12, 10:00
Review slotDay 12, 14:00
Review slotDay 15, 10:00
Review slotDay 15, 14:00
Review slotDay 16, 10:00
Review slotDay 16, 14:00
Review slotDay 17, 10:00
Review slotDay 17, 14:00
Review slotDay 18, 10:00
Review slotDay 18, 14:00
Review slotDay 19, 10:00
Review slotDay 19, 14:00

Follow-up week

Send every client their summaryDay 22High
Open a case project for every need foundDay 23
Update every CRM card with the next review dateDay 24
Count: reviews held, needs found, cases openedDay 26

About this template

Once or twice a year, block a month for reviews. This project holds the booking push, the twenty meetings as dated slots, and the follow-up week where the new cases come from.

Tips from the template

Fill the client list first, then book against the slots.
Use the Annual policy review template for each meeting's prep if you want the detail.
The follow-up week is where the value is; keep it clear.

How to use it in ActivityTracker

1Open Tasks and choose Templates.
2Find Review season 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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