How to Manage “Not Yet” Tasks Without Cluttering Your To-Do List
Every advisor has them—those lingering tasks that don’t need to be done today, but you also can’t afford to forget. Whether it's waiting on a CPA for cost basis details or planning a Roth conversion later in the year, these “not yet” tasks create operational friction. They clog your to-do list, increase mental load, and if mishandled, risk slipping through the cracks.
At Quivr CRM, we’ve built a system that helps you stay proactive and focused—without clutter.
Task Timing: Built for Real-Life Advisory Workflows
One of the strengths of Quivr lies in how tasks are handled. Tasks in Quivr don’t have to be due today to exist in the system. In fact, we encourage users to enter known future tasks as early as possible—often through workflows generated by our automation tool, Archr.
For example, IRA contribution workflows might kick off on January 1st, even though the actual task isn’t due until the following February. This means key planning opportunities are in the system and tied to the right households, even if they aren’t front and center—yet.
Intelligent Visibility: See What You Need, When You Need It
Just because a task is in the system doesn’t mean it should clutter your home page. That’s why Quivr’s Daily Docket only surfaces tasks that are overdue or due in the next 10 days. Future tasks remain in the background, ready to surface when appropriate.
Preparing for a client meeting? Tasks associated with that client become visible inside the Meeting Module. Reviewing a household? Any outstanding items are right there in context. And if a task becomes urgent—like the tax deadline approaching—Quivr automatically brings it forward to your home page.
This gives you confidence that the right reminders will appear at the right time, without the noise of a bloated task list.
Optional Reminders with Salesforce Reporting
For advisors who want additional reminders, Quivr’s Salesforce foundation offers powerful reporting and subscription features. You can set up recurring email digests—weekly, monthly, or quarterly—that summarize tasks due in specific future timeframes. It’s a simple yet effective way to stay ahead of long-term planning responsibilities.
You’re Not Alone in Planning Ahead
The need to manage these “someday” tasks isn’t unique. In fact, it’s a hallmark of advisors who are doing deep, thoughtful planning for their clients. Quivr is built to support this mindset—helping you capture everything, surface it when relevant, and move at your client’s pace while maintaining your own operational clarity.
If you're struggling to juggle floating tasks, Quivr’s task logic and automation are designed with you in mind.
Want to see it in action? Schedule a demo or watch our latest Office Hours video to learn how other firms are handling this challenge.
