Is the year-end client gifts checklist 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

Year-end client gifts checklist with every task dated from the day you start

Who gets what, ordered in time, delivered with a note, before the last working day.

4 sections
11 tasks
Opens as a list
Dated from day 1

Year-end client gifts

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.

Six weeks out

List the clients by tierDay 1Tier 1: visit with a gift. Tier 2: gift by courier with a note. Tier 3: a message.
Set the budget per tierDay 1
Choose the giftsDay 4

Four weeks out

Order the giftsDay 15High
Check every addressDay 15

Two weeks out

Write the notes by handDay 29
Book the tier 1 visitsDay 29

Final week

Courier the tier 2 giftsDay 36High
Tier 1 visitsDay 38
Send the tier 3 messagesDay 41
Note each gift on the client's cardDay 42

About this template

Year-end gifts go wrong in two ways: ordered too late, or given without a note. This project starts six weeks out with the list, orders in time, and makes the delivery a visit or a call rather than a courier.

Tips from the template

Three tiers; decide who is in which before you shop.
Handwrite the notes; it is the only part they keep.
Deliver the top tier in person.

How to use it in ActivityTracker

1Open Tasks and choose Templates.
2Find Year-end client gifts 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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