Tired of digging through task notes to figure out what still needs to get done? ✅

In this episode of Office Hours, Steve Drost and Will Kaplan walk through Quivr’s task checklist feature and how it helps financial advisory firms keep repeatable processes organized without creating a separate task for every little step.

📋 Create reusable checklists inside workflows or add steps to individual tasks as needed.

✅ Track completed items, see who checked them off, and know what’s still outstanding.

⚙️ Simplify client onboarding, account openings, address changes, and other recurring processes.

📅 If you're a Quivr user – Join Office Hours live every Wednesday and get your questions answered in real time.