Blog Post
brian.perrin
6 months agoNetwork Navigator
I find the tasks selections complicated and just too many that cause confusion.
I just want to use 6 selected task for my practice.
How do I do this and remove allmovther task selections?
Brian
- kenny.foo6 months ago
Iress Contributor
Hi Brian, by tasks selections do you mean the list of task templates you can choose from? You can manage this in the templates area (Admin -> Site -> Templates -> Tasks & thread templates) depending on your site privileges, or contact your Xplan site admin.
Related Content
We recently hosted an AMA on all things Xplan Portfolio. What did we learn?
3 months ago312Views
2likes
0Comments
We recently hosted an AMA on all things OFAs in Xplan. What did we learn?
5 months ago454Views
0likes
0Comments
I recently jumped onto Advisely to answer all your questions about optimising your advice document processes in Xplan.
3 days ago124Views
2likes
0Comments
We recently hosted an AMA on all things Xplan efficiency. What did we learn?
7 months ago574Views
2likes
1Comment