REGISTRATIONS NOW CLOSED-Why, how to use Tasks (better) - MiFid 11, Client Reviews & More - intelliflo office - Bitesize™


- Welcome & Introduction
- Housekeeping including how to interact with your Trainer and Peers
- Objectives & Expected outcomes – by the end of the session you should be able to apply the knowledge you have here to utilise your tasks in io better

If you missed the overall objectives and expected outcomes for our Public IO Online Bitesize ™ Training, you can copy and paste the url below, into a new browser tab to view:-

- CPD - All sessions qualify for structured CPD. Your Certificate of attendance goes out automatically on exiting the session.

Agenda to Include: -
- Definition of "Activity" in IO
- Definition of a Task in IO
- Where, How & Why create tasks to Client, Plan, Service Cases
- Adding notes to Tasks for full transparency
- Completing Tasks – The key areas & importance of what to complete (and what not to)
- Recurring Tasks
- Deleting Recurring Tasks
- Adding an internal Task for a colleague (not Client or Plan related)
- Managing your Tasks at Client or Plan area (Useful tips)
- Assigning Tasks to colleagues (other users) & benefits
- Tips on searching & Managing your workload (Tasks) with a helicopter view of your Client View/s & Organisation View
- What are the benefits of "Organiser"- "Activity Search" to you
- Benefits on Reporting on your Tasks
- Good practices, time saving hints & tips along the way
- Questions and Answers
- Feedback and Claiming your Structured CPD
- Other recommended resources to help you get more from IO
- Thank you for attending & Close

Updated 2.12.21

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Please refer to our Terms of Servic

Date and Time
No. Start Date End Date
1 Tue, Dec 07, 2021 9:30 AM GMT Tue, Dec 07, 2021 10:30 AM GMT

Price: £35.00Register Now