Activity Management: your control centre for client activity

Tracking actions, managing uploads and keeping client activity moving.

5 minutes
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Activity Management remains the central hub for tracking, submitting and progressing all client activities on North - securely and efficiently.
It brings clarity to what needs action, keeps requests moving, and helps you and your support staff stay in control from start to finish.

What’s new?

At‑a‑glance notifications
A new notification banner on the North home screen shows how many actions are waiting for you. Select the banner to jump straight into Activity Management.

Clear accountability
Action Required notifications are now sent directly to the user who submitted the activity—so the right person can act sooner and keep things moving.

Everything in one place
All outstanding requirements are captured in the Activity Log. Any authorised user can view what’s needed and progress the task, without relying on email details or chasing updates.

Make document and information uploads work harder for you

Uploading documents and information through Activity Management makes meeting outstanding requirements simpler, safer and faster:

  • More secure – Documents stay protected within North Online.
  • Faster turnaround – Uploads via North Online are processed more quickly than emailed attachments.
  • Easier to track – All documents and correspondence are automatically linked to the correct activity, keeping everything clear and connected.

For step‑by‑step guidance, refer to “How to upload documents in Activity Management (Adviser guide)” in North Online under Support \ Training Resources \ Transacting.

Need support?

Reach out to your Business Development Manager (BDM) or North Training Consultant (NTC) for a walkthrough.

See what else is new on North here!

For information to help you keep in the know, visit our insights hub.

Find out more

Important information

® North and MyNorth are trademarks registered to NMMT. 

The information on this page has been provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT). It contains general advice only, does not take account of your client’s personal objectives, financial situation or needs, and a client should consider whether this information is appropriate for them before making any decisions. It’s important your client consider their circumstances and read the relevant product disclosure statement (PDS), investor directed portfolio guide (IDPS Guide) and target market determination (TMD), available from northonline.com.au or by contacting the North Service Centre on 1800 667 841, before deciding what’s right for them.  

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You can read the Financial Services Guide online for more information, including the fees and benefits that companies related to NMMT, N.M. Superannuation Proprietary Limited ABN 31 008 428 322, AFSL 234654 (N.M. Super) and their representatives may receive in relation to products and services provided.   

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