We have run into a problem of trying to keep track of what exactly is pending from the client. For example, client says they will provide us with a copy of he/her 401k statement. After following-up a few times, it is left in the client's hands to get that to us without leaving an activity on someone's list. But when we meet with the client again, it is tedious to recall what all was outstanding with the client. Especially if it is several pieces the client has just randomly provided. If there was a "Client's Tasks" or to-do. We could list those activities that are in the client's court to handle. Unless there is some feedback on how other users handle this. E-money has a "client task" option if they have the client portal.