As you and your team work everyday with Clust, you may want to make sure you and your team always stay on the same page. That's why we created Internal todo lists. They allow to define a list of tasks to be made while managing client applications. 


You use a Template called 'Client onboarding' where you require your recipients to perform specific tasks, to provide a couple of documents, to pay a fee and sign a document etc...

From the 'Template details' section you could also capture the different tasks that your team member needs to tick off for every new application created with this 'Client onboarding' Template.

When a client application is created using this template, everyone in your team will automatically have access to this todo list and will be able to update it accordingly.

Displaying the status of an application

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