To-Do

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What is To-Do?

The To-Do is feature to assign and manage the data collection and review process with your clients or external stakeholders. It is an improved way to assign tasks to foreign nationals or corporation regarding a specific case, a foreign national record or a corporation.

With the To-Do feature, you can

Request information – To do for assigning questionnaires and/or documents to be uploaded.
Request Review – To do for assigning documents, forms, letters and/or invoices for review or payment.
Assign quick task – To do for asking a question or sending a note.

Features & Benefits:

Enhanced Security: It mandates login to the portal with user login credentials preventing unauthorized access.
No Email Overload: It is hassle-free, without many emails regarding the tasks, questionnaires, documents and invoices.
Up to date assignments: It enables firm users to modify the assignments and keep them up to date after being assigned to stakeholders.
Real time visibility: It helps all stakeholders to have visibility of the documents/questionnaires with real time changes.

Getting started:

The To-Do doesn’t need any subscription. INSZoom enables all users of Enterprise & the Professional edition to benefit with the To-Do feature.

The To-Do module is accessible from the main navigation menu after logging into INSZoom application. If the menu is not available, it can be managed using ‘Main Menu Customization’. Please contact your administrator if it isn’t still available.

To-Do menu can also be accessible from the left menu of a specific corporation, foreign national or a case. If the menu is not available, the menu options can be customized using ‘Customize my shortcuts’ option.

Assigning a To-Do:

The To-Do can be assigned either from the main navigation menu or from a specific corporation/foreign national/case. If the To-Do is assigned from a specific corporation/foreign national/case, assignee details such as corporation name/foreign national’s name or case will be auto-filled.

Assigning To-Do is regarding a Case:

Click To-Do in the main navigation menu and click ‘New To-Do’ button.
Click ‘Regarding Case’ and search for the Client and choose the case from the drop down to assign the to-do.

You could also navigate to a specific case and access ‘To-Do’ from the case left menu.
Click ‘New To-Do’ button within the To-Do interface.

Choose from the template options available (Refer to the screen above)

Click ‘Questionnaires + Docs Checklist’ to assign a to-do for questionnaires and/or document data collection.
Click ‘Docs, forms and letters’ for assigning a to-do to get documents, forms or letters reviewed.
Click ‘Invoices’ for assigning a to-do for invoice review and payment.
Click ‘Quick task’ to send a note or ask a question with a due date.

After choosing the To-Do template, you will be redirected to the To-Do assignment interface to input the required details such as Due date, Assignee, Reviewer, Questionnaires, Doc checklist items and so on depending on the template chosen.

Select the due date for the task in ‘Due Date’ field.
Select the user you would like to assign the To-Do in ‘Assign to’ field.
Select one of the firm staffs to be the To-Do reviewer in ‘Reviewer’ field.
Select or unselect and review the questionnaires, docs checklist, documents, forms, letters or invoices you wish to assign.

Optionally, you could include the following:
1. People to be notified about the to-do update; select the people in ‘CC’ field.
2. Any instructions you would like to add or message from pre-defined email templates.
3. e-Consent.

Click ‘Assign To-do’ to assign the to-do. For discarding the to-do and assign new to-do, click ‘Start Over’.

In the similar way, you could assign to-do regarding a foreign national/corporation.

Once the To-do is assigned, an email notification is sent to Foreign national/Corporation assignee notifying about the assignment.

To-Do regarding a case/foreign national/corporation can also be assigned to an internal firm staff if you intend to track some of the internal assignments such as drafting/reviewing forms etc.

Click here to learn more about completing to-do as a FN.

Click here to learn more about completing to-do as a Corp user.

Viewing Progress of a To-Do:

After assigning to-do, you could see the pending to-dos assigned to the Case Manager, Foreign National or Corporate users in ‘Pending with CM/FN/HR’ section with details.

To view the progress in detail of any to-do, click on the progress of the specific to-do. You may notice a green tick mark against the completed items.

Click ‘Edit’ to make any changes while the assignment is in progress or navigate to 'Pending with CM/FN/HR' section by clicking on ‘Back’.

Reviewing To-Do:

1.To-Do which are pending case manager review can be viewed in the ‘Assigned to me/For my Review’ tab. Click on a specific To-Do item to access and review the submission. If no further action is required, you may click ‘Mark as Complete’ to finish the review.

2.Completed to-dos can be viewed in the ‘Completed’ tab and the to-dos in which the selected Case manager is CCed can be viewed in the ‘Notified’ tab.

The default To-do view lists the to-dos where you are the reviewer. To view to-dos of other firm users, choose the specific case manager or ‘All’ using the filter.

Accessing To-Do from ZoomBoard:

You could also access to-dos pending for your review from My Zoomboard > To-Dos/ Tasks block. If 'To-Dos/Tasks' card isn’t visible in your zoom board, you could customize your zoom board.

You could also track to-do using Reports 3.0. Click on Task/To-Do’s in ‘Upcoming Case Activity’ to view report of tasks/to-dos.