Duplicate - Closed
List of yearly tasks users must perform to meet goals
ProjectionLabs expects the user to perform certain tasks at certain points in time in order to meet their goals. E.g., drawdown form specific accounts in a specific order, perform Roth conversions, harvest gains, etc. This information is spread out through out the application and is usually encoded in charts, rather than in easy to consume chronological tables / list.
It would be very helpful if the app had a page that listed what the user should be doing in some time period (e.g., yearly, monthly) instead of forcing him to gather this information from across the app.
similar to: https://changemap.co/projectifi/projectifi/task/10614-specific-personalized-steps-to-take/ https://changemap.co/projectifi/projectifi/task/9412-user-friendly-yearly-summary-table-export/
