Getting Started with To-Dos in the XYPN Member Portal
Welcome to XYPN! As you begin your journey with us, we want to make sure you have the tools you need to hit the ground running. One of the best ways to stay organized during your onboarding process is by using the To-Dos feature in the XYPN Member Portal. This built-in checklist helps you stay on track, prioritize what’s next, and move confidently through your onboarding milestones.
What Are To-Dos?
To-Dos are personalized action items that help guide you through important steps as a new member. They’re designed to:
- Break onboarding into clear, manageable steps
- Keep you focused on what’s most important right now
- Track your progress as you complete key milestones
Completing your To-Dos ensures you don’t miss any important tasks as you get your firm up and running with XYPN’s support and resources.
Where to Find Your To-Dos
Accessing your To-Dos is simple:
- Log in to the XYPN Member Portal
- Look for the To-Dos tab on the left-hand menu
- Click the tab to see your full list of assigned items
Each item includes helpful context and links to resources or tools you’ll need. Once you finish a task, mark it as complete—this will keep your list updated and help you see how far you’ve come.
Pro Tips for Using To-Dos Effectively
- Check in regularly: Make reviewing your To-Dos part of your weekly routine so you don’t miss key tasks.
- Celebrate your progress: Checking items off your list can be motivating and give you a sense of accomplishment.
- Reach out if you’re stuck: If a To-Do item isn’t clear or you hit a roadblock, our team is here to help.
Your To-Dos are there to guide and support you as you get started with XYPN, so you can build momentum and feel confident about the path ahead. If you have any questions about your To-Dos—or anything else related to your onboarding—please don’t hesitate to reach out to the XYPN Membership Team at membership@xyplanningnetwork.com. We’re here to support you every step of the way.