@Becky Adams first two pics are some of my activity templates, which are typically completed by one person at one time. i would use those for the small stuff. my main workflows are strategy meetings, client onboarding and account opening. my account opening workflows are fairly involved since they also cover funding, investing, linking to planning software, online portal, updating redtail, etc.

@Becky Adams you could always start with a shared inbox but have one person check it and assign tasks to the team. i haven't done this, but i'm sure you could set up folders for messages that have been responded to

PreciseFP is great! It integrates with Redtail and eMoney, among others. The client/you only have to input data once for the most part.

I'm a solo with no assistant and I use both. Workflows are multiple steps over multiple days and activity templates are for simpler tasks that fall into 3 categories: client service (change of address, new job, update beneficiary, etc) meetings (agendas for clients, prospects and COIs) and planning (buy a home, life insurance analysis, retirement, sell a business, review a tax return, etc.) My most used workflows are new client onboarding, account opening, new financial planning client, strategy meetings, and less often things like death and divorce. Workflows are helpful for me because they are time-based and can have multiple open tasks at once, but they will be even more powerful in the future when I plug in staff and other advisors. I would say they are a must for more than one person.

Precise is great and integrates well with Redtail.

Here's mine. Seems to work pretty well.