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📝 How to Give Clear, Actionable Next Steps
🎥 Watch: Assigning Case-Specific Tasks (Loom video coming soon)
📩 Step-by-Step Instructions
When supporting a client, providing clear, actionable next steps helps them stay organized and engaged. Using Jordan as an example, tasks may include:
✅ Case-Specific Tasks for Jordan:
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Upload proof of treatment attendance
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Bring required documents to court
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Gather housing paperwork
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Confirm transportation arrangements
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Watch orientation video
Tip: Break larger tasks into smaller, achievable steps to avoid overwhelming the client.
When to Assign Tasks
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After initial engagement
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Before or after appointments or court
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When follow-up actions are required
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To guide clients through multi-step processes
Summary Tips for Professionals
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Use YCP Tasks to assign and track client action items.
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Provide clear instructions and deadlines.
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Follow up regularly to ensure completion.
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Use reminders or chat messages to keep clients on track.